+5,634.3%
WELL vs FLR
+532.1%
+5,102.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +3.0% | +5.1% | -2.1% | +1.8% |
| 30D | +10.2% | -0.5% | +10.7% | +10.0% |
| 3M | +6.1% | -3.5% | +9.6% | +6.3% |
| 6M | +16.6% | +16.5% | +0.2% | +10.5% |
| YTD | +35.3% | +27.3% | +8.1% | +24.1% |
| 1Y | +31.5% | +10.6% | +20.8% | +24.2% |
| 3Y | +206.5% | +39.4% | +167.1% | +157.7% |
| 5Y | +222.0% | +126.4% | +95.6% | +130.9% |
| 10Y | +473.8% | +8.4% | +465.4% | +274.4% |
| All | +5,634.3% | +532.1% | +5,102.2% | +2,920.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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