+226.5%
WELL vs GRMN
+122.3%
+104.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.6% |
| 7D | +3.5% | +6.4% | -2.9% | +2.4% |
| 30D | +9.7% | +8.7% | +1.0% | +8.0% |
| 3M | +4.8% | -5.8% | +10.6% | +5.7% |
| 6M | +16.1% | +22.5% | -6.5% | +11.1% |
| YTD | +34.7% | +45.6% | -10.9% | +23.6% |
| 1Y | +31.9% | +47.5% | -15.5% | +20.6% |
| 3Y | +209.9% | +166.2% | +43.6% | +117.3% |
| 5Y | +226.5% | +124.1% | +102.4% | +144.2% |
| All | +226.5% | +122.3% | +104.2% | +144.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling