+5,161.6%
WELL vs GPN
+2,520.1%
+2,641.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.8% | +1.4% |
| 7D | -1.3% | -0.7% | -0.6% | -1.2% |
| 30D | +0.5% | +3.8% | -3.3% | -0.7% |
| 3M | +19.1% | +39.2% | -20.1% | +7.5% |
| 6M | +17.0% | +17.9% | -0.9% | +9.9% |
| YTD | +29.2% | +16.4% | +12.8% | +20.6% |
| 1Y | +42.1% | +3.6% | +38.5% | +36.6% |
| 3Y | +204.5% | -26.7% | +231.2% | +214.0% |
| 5Y | +211.0% | -44.8% | +255.8% | +240.0% |
| 10Y | +337.6% | +24.1% | +313.5% | +290.7% |
| All | +5,161.6% | +2,520.1% | +2,641.5% | +2,587.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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