+468.3%
WELL vs FN
+850.1%
-381.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.0% | -0.7% |
| 7D | +0.1% | +8.0% | -7.9% | -0.9% |
| 30D | +7.8% | -19.1% | +26.9% | +9.5% |
| 3M | +10.2% | -29.8% | +40.1% | +13.0% |
| 6M | +16.4% | -43.2% | +59.5% | +20.8% |
| YTD | +35.2% | -18.9% | +54.1% | +32.2% |
| 1Y | +30.5% | -17.9% | +48.3% | +26.8% |
| 3Y | +206.1% | +120.1% | +86.0% | +141.2% |
| 5Y | +228.3% | +206.7% | +21.6% | +134.9% |
| 10Y | +468.3% | +804.7% | -336.3% | +235.4% |
| All | +468.3% | +850.1% | -381.8% | +235.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling