+349.8%
WELL vs BLK
+283.5%
+66.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.7% |
| 7D | -0.2% | -3.3% | +3.1% | +1.1% |
| 30D | +2.3% | -6.5% | +8.8% | +5.0% |
| 3M | +12.3% | +6.7% | +5.5% | +8.6% |
| 6M | +15.6% | +14.7% | +0.8% | +8.0% |
| YTD | +28.3% | +2.5% | +25.8% | +24.8% |
| 1Y | +41.9% | -2.8% | +44.7% | +40.7% |
| 3Y | +198.3% | +65.9% | +132.5% | +125.9% |
| 5Y | +206.4% | +33.0% | +173.4% | +151.9% |
| All | +349.8% | +283.5% | +66.3% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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