+443.3%
WELL vs GEN
+147.0%
+296.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.6% |
| 7D | +0.1% | -3.0% | +3.1% | +0.5% |
| 30D | +6.8% | +24.7% | -17.9% | +4.1% |
| 3M | +6.7% | +4.1% | +2.6% | +5.8% |
| 6M | +13.8% | +36.0% | -22.2% | +9.1% |
| YTD | +33.8% | +10.9% | +23.0% | +31.2% |
| 1Y | +29.6% | +12.2% | +17.5% | +26.8% |
| 3Y | +203.1% | +63.3% | +139.8% | +179.4% |
| 5Y | +223.8% | +29.0% | +194.8% | +203.1% |
| All | +443.3% | +147.0% | +296.3% | +381.9% |
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