+211.0%
WELL vs BEN
+42.4%
+168.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -1.3% | +4.7% | -6.0% | -2.3% |
| 30D | +0.5% | +2.6% | -2.1% | -0.1% |
| 3M | +19.1% | +11.5% | +7.6% | +16.0% |
| 6M | +17.0% | +35.3% | -18.4% | +8.8% |
| YTD | +29.2% | +48.6% | -19.4% | +17.2% |
| 1Y | +42.1% | +46.7% | -4.5% | +29.1% |
| 3Y | +204.5% | +57.0% | +147.5% | +166.3% |
| 5Y | +211.0% | +41.8% | +169.1% | +171.7% |
| All | +211.0% | +42.4% | +168.6% | +171.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling