+204.5%
WELL vs FTI
+284.3%
-79.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.6% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | +0.5% | +12.3% | -11.8% | -0.5% |
| 3M | +19.1% | +13.8% | +5.3% | +17.8% |
| 6M | +17.0% | +24.3% | -7.3% | +14.6% |
| YTD | +29.2% | +75.8% | -46.6% | +22.9% |
| 1Y | +42.1% | +99.6% | -57.5% | +33.6% |
| 3Y | +204.5% | +278.4% | -73.9% | +162.7% |
| All | +204.5% | +284.3% | -79.7% | +162.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling