+206.5%
WELL vs GRAB
-72.0%
+278.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | -2.2% | -12.0% | +9.7% | -1.9% |
| 30D | +4.7% | -19.5% | +24.2% | +5.3% |
| 3M | +11.9% | -8.0% | +19.9% | +12.1% |
| 6M | +14.3% | -22.2% | +36.5% | +15.0% |
| YTD | +28.4% | -39.7% | +68.0% | +30.2% |
| 1Y | +42.3% | -43.2% | +85.5% | +44.5% |
| 3Y | +202.6% | -19.1% | +221.7% | +201.4% |
| 5Y | +206.5% | -72.0% | +278.5% | +195.5% |
| All | +206.5% | -72.0% | +278.5% | +195.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 5y: compounded portfolio wealth divided by compounded GRAB 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…
5y analysis · Full analysis span regression · 6 months rolling