+30.6%
WELL vs GAP
-5.8%
+36.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.5% |
| 7D | +3.0% | -0.1% | +3.1% | +3.1% |
| 30D | +10.2% | -5.4% | +15.6% | +10.3% |
| 3M | +6.1% | +2.9% | +3.2% | +6.1% |
| 6M | +16.6% | -4.4% | +21.0% | +17.1% |
| YTD | +35.3% | -11.6% | +46.9% | +35.3% |
| All | +30.6% | -5.8% | +36.4% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 1y: compounded portfolio wealth divided by compounded GAP 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…
1y analysis · Full analysis span regression · 6 months rolling