+19,368.3%
WELL vs GEN
+8,588.0%
+10,780.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.5% | +0.1% |
| 7D | +4.4% | +2.3% | +2.2% | +4.2% |
| 30D | +10.8% | +33.1% | -22.2% | +7.9% |
| 3M | +4.2% | +6.5% | -2.3% | +3.3% |
| 6M | +14.0% | +53.8% | -39.8% | +9.0% |
| YTD | +33.4% | +11.2% | +22.2% | +31.0% |
| 1Y | +32.4% | +19.4% | +13.0% | +29.1% |
| 3Y | +194.7% | +81.0% | +113.7% | +174.9% |
| 5Y | +226.5% | +33.4% | +193.0% | +211.0% |
| 10Y | +429.8% | +164.3% | +265.5% | +364.6% |
| All | +19,368.3% | +8,588.0% | +10,780.3% | +13,503.9% |
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 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