+18,622.2%
WELL vs GIS
+1,405.4%
+17,216.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.2% | -6.4% | +6.1% | +1.3% |
| 30D | +2.3% | -6.1% | +8.4% | +3.7% |
| 3M | +12.3% | +7.8% | +4.4% | +9.9% |
| 6M | +15.6% | -8.8% | +24.4% | +17.5% |
| YTD | +28.3% | -19.1% | +47.4% | +33.8% |
| 1Y | +41.9% | -24.8% | +66.7% | +50.3% |
| 3Y | +198.3% | -37.6% | +235.9% | +227.4% |
| 5Y | +206.4% | -25.4% | +231.8% | +219.3% |
| 10Y | +356.0% | -19.6% | +375.6% | +352.9% |
| All | +18,622.2% | +1,405.4% | +17,216.8% | +12,738.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling