+18,665.9%
WELL vs BEN
+4,913.3%
+13,752.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -3.0% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -0.1% | -0.5% | +0.5% | 0.0% |
| 3M | +18.0% | +9.7% | +8.3% | +14.6% |
| 6M | +15.0% | +33.9% | -18.9% | +5.2% |
| YTD | +28.6% | +49.0% | -20.4% | +13.8% |
| 1Y | +42.9% | +42.1% | +0.8% | +27.8% |
| 3Y | +203.0% | +51.9% | +151.1% | +158.9% |
| 5Y | +206.9% | +39.0% | +167.8% | +163.2% |
| 10Y | +339.5% | +57.9% | +281.6% | +244.6% |
| All | +18,665.9% | +4,913.3% | +13,752.5% | +10,460.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling