+36.5%
WELL vs FFIV
+33.5%
+3.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.3% | +2.8% |
| 7D | +9.2% | -9.8% | +18.9% | +8.3% |
| 30D | +10.6% | -28.1% | +38.7% | +8.0% |
| 3M | +7.5% | -20.0% | +27.5% | +6.4% |
| 6M | +15.0% | -0.1% | +15.1% | +16.3% |
| YTD | +35.0% | +29.2% | +5.9% | +40.2% |
| 1Y | +36.5% | +36.6% | -0.1% | +42.5% |
| All | +36.5% | +33.5% | +3.0% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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