+337.6%
WELL vs GEN
+150.2%
+187.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.8% |
| 7D | -1.3% | -0.7% | -0.6% | -1.2% |
| 30D | +0.5% | +2.6% | -2.1% | +0.2% |
| 3M | +19.1% | +15.8% | +3.3% | +16.9% |
| 6M | +17.0% | +33.1% | -16.2% | +12.5% |
| YTD | +29.2% | +11.3% | +17.9% | +27.0% |
| 1Y | +42.1% | +1.7% | +40.5% | +41.3% |
| 3Y | +204.5% | +58.1% | +146.4% | +182.8% |
| 5Y | +211.0% | +20.6% | +190.3% | +194.1% |
| 10Y | +337.6% | +149.0% | +188.6% | +283.8% |
| All | +337.6% | +150.2% | +187.4% | +283.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling