+42.9%
WELL vs GNRC
+6.8%
+36.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.4% | -2.0% |
| 7D | -0.8% | +1.9% | -2.7% | -0.7% |
| 30D | -0.1% | -13.8% | +13.7% | -0.4% |
| 3M | +18.0% | -32.6% | +50.7% | +17.2% |
| 6M | +15.0% | -15.2% | +30.2% | +13.1% |
| YTD | +28.6% | +37.4% | -8.8% | +28.5% |
| 1Y | +42.9% | +5.1% | +37.8% | +41.5% |
| All | +42.9% | +6.8% | +36.1% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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