+30.9%
WELL vs FITB
+31.0%
-0.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.8% |
| 7D | +3.5% | -1.1% | +4.6% | +3.6% |
| 30D | +9.7% | +7.3% | +2.4% | +9.2% |
| 3M | +4.8% | -4.0% | +8.8% | +4.9% |
| 6M | +16.1% | +11.9% | +4.2% | +15.9% |
| YTD | +34.7% | +19.0% | +15.7% | +37.4% |
| All | +30.9% | +31.0% | -0.2% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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