+225.9%
WELL vs GEN
+33.3%
+192.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | +0.1% | +2.0% | -1.9% | -0.1% |
| 30D | +5.7% | +27.7% | -22.1% | +2.5% |
| 3M | +4.6% | +3.3% | +1.4% | +3.9% |
| 6M | +11.9% | +31.8% | -20.0% | +7.2% |
| YTD | +33.6% | +13.5% | +20.1% | +30.9% |
| 1Y | +29.8% | +16.0% | +13.7% | +26.6% |
| 3Y | +202.2% | +70.6% | +131.6% | +169.3% |
| All | +225.9% | +33.3% | +192.6% | +190.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling