+42.4%
WELL vs FND
-45.0%
+87.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -1.1% | -0.8% | -0.4% | -1.1% |
| 30D | +0.7% | -19.6% | +20.3% | +1.6% |
| 3M | +14.5% | -4.3% | +18.9% | +14.6% |
| 6M | +14.4% | -20.4% | +34.9% | +14.5% |
| YTD | +28.5% | -21.9% | +50.3% | +28.2% |
| All | +42.4% | -45.0% | +87.4% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling