+19,368.3%
WELL vs BEN
+4,818.7%
+14,549.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -4.9% | -1.5% |
| 7D | +4.4% | +6.6% | -2.2% | +2.5% |
| 30D | +10.8% | +3.8% | +7.0% | +9.5% |
| 3M | +4.2% | +0.2% | +4.0% | +3.9% |
| 6M | +14.0% | +10.4% | +3.5% | +10.2% |
| YTD | +33.4% | +46.2% | -12.7% | +18.5% |
| 1Y | +32.4% | +52.3% | -19.8% | +16.1% |
| 3Y | +194.7% | +65.9% | +128.8% | +145.0% |
| 5Y | +226.5% | +20.6% | +205.9% | +192.6% |
| 10Y | +429.8% | +64.8% | +365.1% | +310.4% |
| All | +19,368.3% | +4,818.7% | +14,549.6% | +10,893.9% |
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