+331.6%
WELL vs GRAB
-72.7%
+404.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.4% | +0.6% |
| 7D | -1.3% | -6.1% | +4.8% | -1.2% |
| 30D | +0.5% | -11.2% | +11.7% | +0.8% |
| 3M | +19.1% | -2.4% | +21.5% | +19.1% |
| 6M | +17.0% | -18.3% | +35.3% | +17.5% |
| YTD | +29.2% | -34.9% | +64.1% | +30.6% |
| 1Y | +42.1% | -37.4% | +79.5% | +43.7% |
| 3Y | +204.5% | -12.6% | +217.2% | +203.0% |
| 5Y | +211.0% | -69.7% | +280.7% | +203.2% |
| All | +331.6% | -72.7% | +404.3% | +341.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling