+19,554.2%
WELL vs FITB
+2,852.5%
+16,701.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.4% |
| 7D | +3.5% | -1.1% | +4.6% | +3.8% |
| 30D | +9.7% | +7.3% | +2.4% | +7.8% |
| 3M | +4.8% | -4.0% | +8.8% | +5.7% |
| 6M | +16.1% | +11.9% | +4.2% | +12.7% |
| YTD | +34.7% | +19.0% | +15.7% | +28.3% |
| 1Y | +31.9% | +31.0% | +0.9% | +22.6% |
| 3Y | +209.9% | +143.8% | +66.1% | +143.4% |
| 5Y | +226.5% | +48.9% | +177.6% | +182.6% |
| 10Y | +455.3% | +236.6% | +218.7% | +286.3% |
| All | +19,554.2% | +2,852.5% | +16,701.8% | +9,111.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling