+473.8%
WELL vs GEN
+151.0%
+322.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +3.0% | +1.0% | +2.0% | +2.9% |
| 30D | +10.2% | +29.1% | -18.9% | +7.0% |
| 3M | +6.1% | +2.9% | +3.2% | +5.4% |
| 6M | +16.6% | +33.6% | -17.0% | +12.0% |
| YTD | +35.3% | +12.0% | +23.3% | +32.5% |
| 1Y | +31.5% | +16.2% | +15.3% | +28.0% |
| 3Y | +206.5% | +65.1% | +141.4% | +182.3% |
| 5Y | +222.0% | +33.3% | +188.7% | +200.4% |
| 10Y | +473.8% | +149.7% | +324.1% | +416.8% |
| All | +473.8% | +151.0% | +322.8% | +416.8% |
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