+211.0%
WELL vs FTV
+4.3%
+206.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.6% |
| 7D | -1.3% | -0.4% | -0.9% | -1.2% |
| 30D | +0.5% | -8.3% | +8.8% | +2.7% |
| 3M | +19.1% | -7.4% | +26.5% | +21.1% |
| 6M | +17.0% | -1.2% | +18.2% | +16.7% |
| YTD | +29.2% | +2.7% | +26.5% | +26.7% |
| 1Y | +42.1% | +18.4% | +23.7% | +33.1% |
| 3Y | +204.5% | -2.0% | +206.6% | +197.8% |
| 5Y | +211.0% | +3.4% | +207.6% | +201.9% |
| All | +211.0% | +4.3% | +206.7% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 5y: compounded portfolio wealth divided by compounded FTV 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…
5y analysis · Full analysis span regression · 6 months rolling