+194.7%
WELL vs FITB
+123.2%
+71.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | +4.4% | -1.5% | +6.0% | +4.7% |
| 30D | +10.8% | +5.8% | +5.0% | +10.0% |
| 3M | +4.2% | -6.1% | +10.3% | +5.0% |
| 6M | +14.0% | +5.9% | +8.1% | +13.0% |
| YTD | +33.4% | +16.1% | +17.3% | +30.4% |
| 1Y | +32.4% | +28.8% | +3.6% | +27.2% |
| 3Y | +194.7% | +126.0% | +68.7% | +154.0% |
| All | +194.7% | +123.2% | +71.5% | +154.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling