+213.0%
WELL vs FRSH
-72.0%
+285.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +0.7% |
| 7D | -1.3% | -10.1% | +8.8% | -0.7% |
| 30D | +0.5% | +2.2% | -1.7% | +0.3% |
| 3M | +19.1% | +28.6% | -9.5% | +17.1% |
| 6M | +17.0% | +40.2% | -23.2% | +14.1% |
| YTD | +29.2% | -1.2% | +30.4% | +28.9% |
| 1Y | +42.1% | -7.9% | +50.1% | +42.5% |
| 3Y | +204.5% | -44.7% | +249.3% | +213.5% |
| All | +213.0% | -72.0% | +285.0% | +202.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FRSH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling