+337.6%
WELL vs FFIV
+224.0%
+113.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -1.3% | -1.5% | +0.2% | -0.9% |
| 30D | +0.5% | -2.7% | +3.2% | +1.1% |
| 3M | +19.1% | -1.7% | +20.7% | +18.8% |
| 6M | +17.0% | +36.1% | -19.2% | +4.4% |
| YTD | +29.2% | +52.6% | -23.4% | +10.2% |
| 1Y | +42.1% | +21.5% | +20.6% | +30.0% |
| 3Y | +204.5% | +142.7% | +61.9% | +106.2% |
| 5Y | +211.0% | +92.6% | +118.4% | +124.7% |
| 10Y | +337.6% | +225.5% | +112.1% | +137.7% |
| All | +337.6% | +224.0% | +113.6% | +137.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling