+30.5%
WELL vs BEN
+68.9%
-38.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +0.1% | +7.2% | -7.1% | -0.1% |
| 30D | +7.8% | +14.1% | -6.3% | +7.5% |
| 3M | +10.2% | +9.9% | +0.3% | +9.9% |
| 6M | +16.4% | +17.4% | -1.0% | +15.6% |
| YTD | +35.2% | +57.3% | -22.1% | +31.6% |
| 1Y | +30.5% | +66.9% | -36.5% | +27.0% |
| All | +30.5% | +68.9% | -38.4% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling