+206.1%
WELL vs GAP
+77.9%
+128.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.5% |
| 7D | +3.0% | -0.1% | +3.1% | +3.0% |
| 30D | +10.2% | -5.4% | +15.6% | +10.4% |
| 3M | +6.1% | +2.9% | +3.2% | +6.0% |
| 6M | +16.6% | -4.4% | +21.0% | +16.7% |
| YTD | +35.3% | -11.6% | +46.9% | +35.5% |
| 1Y | +31.5% | -6.0% | +37.5% | +31.4% |
| All | +206.1% | +77.9% | +128.3% | +195.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling