+18,665.9%
WELL vs GWW
+14,492.5%
+4,173.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -2.9% | -2.3% |
| 7D | -0.8% | +1.4% | -2.2% | -1.2% |
| 30D | -0.1% | +3.3% | -3.3% | -1.0% |
| 3M | +18.0% | +2.9% | +15.1% | +16.8% |
| 6M | +15.0% | +15.8% | -0.8% | +10.0% |
| YTD | +28.6% | +32.0% | -3.4% | +18.2% |
| 1Y | +42.9% | +29.9% | +13.0% | +31.7% |
| 3Y | +203.0% | +91.1% | +111.9% | +146.7% |
| 5Y | +206.9% | +223.9% | -17.1% | +112.6% |
| 10Y | +339.5% | +567.0% | -227.6% | +143.7% |
| All | +18,665.9% | +14,492.5% | +4,173.4% | +6,292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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