+3,928.6%
WELL vs FTI
+2,165.1%
+1,763.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -0.8% | +5.3% | -6.1% | -2.0% |
| 30D | -0.1% | +15.3% | -15.4% | -3.5% |
| 3M | +18.0% | +15.8% | +2.3% | +13.5% |
| 6M | +15.0% | +22.6% | -7.6% | +8.7% |
| YTD | +28.6% | +79.5% | -50.9% | +10.9% |
| 1Y | +42.9% | +102.0% | -59.1% | +19.4% |
| 3Y | +203.0% | +315.8% | -112.8% | +104.7% |
| 5Y | +206.9% | +1,129.5% | -922.6% | +47.6% |
| 10Y | +339.5% | +320.9% | +18.5% | +130.8% |
| All | +3,928.6% | +2,165.1% | +1,763.5% | +1,432.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling