+204.5%
WELL vs GIS
-33.5%
+238.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +0.7% |
| 7D | -1.3% | -8.3% | +7.0% | -0.1% |
| 30D | +0.5% | +2.2% | -1.7% | +0.1% |
| 3M | +19.1% | +15.7% | +3.4% | +16.3% |
| 6M | +17.0% | -12.0% | +28.9% | +18.0% |
| YTD | +29.2% | -15.0% | +44.2% | +30.6% |
| 1Y | +42.1% | -20.1% | +62.3% | +45.0% |
| 3Y | +204.5% | -34.6% | +239.2% | +221.6% |
| All | +204.5% | -33.5% | +238.1% | +221.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling