+18,665.9%
WELL vs GEN
+8,838.8%
+9,827.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.9% |
| 7D | -0.8% | -1.2% | +0.4% | -0.7% |
| 30D | -0.1% | +10.1% | -10.2% | -1.0% |
| 3M | +18.0% | +16.1% | +1.9% | +16.3% |
| 6M | +15.0% | +38.9% | -23.9% | +11.1% |
| YTD | +28.6% | +14.4% | +14.2% | +26.3% |
| 1Y | +42.9% | +5.9% | +37.1% | +41.3% |
| 3Y | +203.0% | +58.8% | +144.2% | +186.8% |
| 5Y | +206.9% | +24.7% | +182.2% | +194.8% |
| 10Y | +339.5% | +163.1% | +176.4% | +286.4% |
| All | +18,665.9% | +8,838.8% | +9,827.0% | +13,015.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling