+220.6%
WELL vs FGI
-70.6%
+291.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | +4.4% | -7.0% | +11.4% | +4.5% |
| 30D | +10.8% | -4.2% | +15.0% | +10.8% |
| 3M | +4.2% | +55.6% | -51.4% | +3.9% |
| 6M | +14.0% | -3.2% | +17.2% | +13.6% |
| YTD | +33.4% | +29.1% | +4.3% | +33.2% |
| 1Y | +32.4% | +51.0% | -18.6% | +32.2% |
| 3Y | +194.7% | +1.5% | +193.2% | +194.2% |
| All | +220.6% | -70.6% | +291.2% | +223.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 5y: compounded portfolio wealth divided by compounded FGI 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…
5y analysis · Full analysis span regression · 6 months rolling