+19,605.1%
WELL vs GD
+20,595.6%
-990.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.6% | +5.4% | +3.5% |
| 7D | +9.2% | +3.0% | +6.2% | +8.2% |
| 30D | +10.6% | +10.5% | +0.1% | +7.5% |
| 3M | +7.5% | -5.0% | +12.5% | +9.0% |
| 6M | +15.0% | +5.5% | +9.5% | +13.1% |
| YTD | +35.0% | +10.3% | +24.7% | +30.5% |
| 1Y | +36.5% | +8.2% | +28.3% | +32.6% |
| 3Y | +197.3% | +59.0% | +138.3% | +156.7% |
| 5Y | +247.4% | +104.3% | +143.1% | +178.2% |
| 10Y | +436.3% | +202.4% | +233.8% | +288.6% |
| All | +19,605.1% | +20,595.6% | -990.5% | +11,247.2% |
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