+19,401.7%
WELL vs GD
+20,112.4%
-710.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.4% |
| 7D | +5.3% | -3.9% | +9.2% | +6.4% |
| 30D | +8.7% | +8.1% | +0.6% | +6.3% |
| 3M | +3.8% | -6.8% | +10.6% | +5.8% |
| 6M | +15.4% | +3.0% | +12.3% | +14.1% |
| YTD | +33.7% | +7.8% | +25.9% | +30.0% |
| 1Y | +33.6% | +5.8% | +27.8% | +30.6% |
| 3Y | +194.2% | +55.3% | +138.9% | +155.7% |
| 5Y | +227.0% | +96.7% | +130.3% | +164.6% |
| 10Y | +430.7% | +195.4% | +235.4% | +287.1% |
| All | +19,401.7% | +20,112.4% | -710.7% | +11,204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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