+18,644.4%
WELL vs GFI
+682.6%
+17,961.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.6% |
| 7D | -1.1% | +4.7% | -5.8% | -1.4% |
| 30D | +0.7% | +14.4% | -13.7% | 0.0% |
| 3M | +14.5% | +32.5% | -18.0% | +12.7% |
| 6M | +14.4% | -7.2% | +21.6% | +14.3% |
| YTD | +28.5% | +10.9% | +17.6% | +26.9% |
| 1Y | +41.8% | +35.5% | +6.3% | +38.2% |
| 3Y | +202.8% | +312.1% | -109.3% | +176.1% |
| 5Y | +208.8% | +524.6% | -315.8% | +172.5% |
| 10Y | +356.5% | +1,092.7% | -736.2% | +276.7% |
| All | +18,644.4% | +682.6% | +17,961.8% | +15,282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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