+354.1%
WELL vs FND
+54.9%
+299.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | -2.2% | -5.1% | +2.8% | -1.3% |
| 30D | +4.7% | -22.5% | +27.2% | +9.9% |
| 3M | +11.9% | -5.0% | +16.9% | +12.1% |
| 6M | +14.3% | -21.5% | +35.8% | +18.2% |
| YTD | +28.4% | -23.0% | +51.4% | +32.5% |
| 1Y | +42.3% | -44.9% | +87.2% | +56.7% |
| 3Y | +202.6% | -50.0% | +252.6% | +225.4% |
| 5Y | +206.5% | -63.3% | +269.9% | +238.2% |
| All | +354.1% | +54.9% | +299.2% | +249.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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