+31.5%
WELL vs GEN
+18.5%
+13.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +3.0% | +1.0% | +2.0% | +3.0% |
| 30D | +10.2% | +29.1% | -18.9% | +10.6% |
| 3M | +6.1% | +2.9% | +3.2% | +5.5% |
| 6M | +16.6% | +33.6% | -17.0% | +17.7% |
| YTD | +35.3% | +12.0% | +23.3% | +34.0% |
| 1Y | +31.5% | +16.2% | +15.3% | +30.3% |
| All | +31.5% | +18.5% | +13.0% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling