+468.3%
WELL vs FTI
+180.1%
+288.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.4% |
| 7D | +0.1% | +1.4% | -1.3% | -0.3% |
| 30D | +7.8% | -6.3% | +14.0% | +9.1% |
| 3M | +10.2% | -13.1% | +23.4% | +13.4% |
| 6M | +16.4% | -8.0% | +24.3% | +17.5% |
| YTD | +35.2% | +47.1% | -11.9% | +21.0% |
| 1Y | +30.5% | +50.7% | -20.2% | +15.9% |
| 3Y | +206.1% | +209.0% | -2.9% | +117.6% |
| 5Y | +228.3% | +847.0% | -618.7% | +57.9% |
| 10Y | +468.3% | +184.3% | +284.0% | +114.4% |
| All | +468.3% | +180.1% | +288.3% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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