+209.9%
WELL vs GRMN
+163.9%
+46.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.8% |
| 7D | +3.5% | +6.4% | -2.9% | +3.1% |
| 30D | +9.7% | +8.7% | +1.0% | +9.1% |
| 3M | +4.8% | -5.8% | +10.6% | +5.1% |
| 6M | +16.1% | +22.5% | -6.5% | +14.4% |
| YTD | +34.7% | +45.6% | -10.9% | +30.6% |
| 1Y | +31.9% | +47.5% | -15.5% | +27.7% |
| 3Y | +209.9% | +166.2% | +43.6% | +151.3% |
| All | +209.9% | +163.9% | +46.0% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 3y: compounded portfolio wealth divided by compounded GRMN 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…
3y analysis · Full analysis span regression · 6 months rolling