+455.3%
WELL vs FFIV
+132.4%
+322.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.3% | +0.3% |
| 7D | +3.5% | -2.1% | +5.6% | +4.1% |
| 30D | +9.7% | -33.8% | +43.5% | +21.9% |
| 3M | +4.8% | -20.6% | +25.4% | +9.8% |
| 6M | +16.1% | -10.2% | +26.3% | +16.0% |
| YTD | +34.7% | +24.5% | +10.2% | +19.1% |
| 1Y | +31.9% | +29.3% | +2.6% | +14.9% |
| 3Y | +209.9% | +103.8% | +106.1% | +113.4% |
| 5Y | +226.5% | +40.9% | +185.7% | +156.9% |
| 10Y | +455.3% | +126.6% | +328.7% | +204.5% |
| All | +455.3% | +132.4% | +322.9% | +204.5% |
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 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