+442.3%
WELL vs BEN
+58.7%
+383.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +0.1% | +6.8% | -6.7% | -1.9% |
| 30D | +5.7% | +18.0% | -12.3% | +0.3% |
| 3M | +4.6% | +7.5% | -2.8% | +2.0% |
| 6M | +11.9% | +14.7% | -2.9% | +6.4% |
| YTD | +33.6% | +56.1% | -22.5% | +14.3% |
| 1Y | +29.8% | +69.6% | -39.8% | +8.0% |
| 3Y | +202.2% | +87.7% | +114.5% | +133.4% |
| 5Y | +223.2% | +28.6% | +194.6% | +181.0% |
| All | +442.3% | +58.7% | +383.6% | +253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling