+42.3%
WELL vs GIS
-23.7%
+66.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +3.0% | +0.3% |
| 7D | -2.2% | -8.4% | +6.2% | -1.1% |
| 30D | +4.7% | -5.2% | +9.9% | +5.3% |
| 3M | +11.9% | +8.2% | +3.8% | +10.5% |
| 6M | +14.3% | -12.0% | +26.3% | +13.5% |
| YTD | +28.4% | -18.9% | +47.2% | +27.3% |
| 1Y | +42.3% | -23.6% | +65.9% | +42.3% |
| All | +42.3% | -23.7% | +66.0% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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