+212.9%
WELL vs HAS
+13.4%
+199.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -2.0% |
| 7D | -0.8% | -1.8% | +1.0% | -0.5% |
| 30D | -0.1% | +2.3% | -2.3% | -0.5% |
| 3M | +18.0% | +10.4% | +7.7% | +15.7% |
| 6M | +15.0% | -3.2% | +18.2% | +15.1% |
| YTD | +28.6% | +15.4% | +13.2% | +24.4% |
| 1Y | +42.9% | +18.8% | +24.1% | +37.2% |
| 3Y | +203.0% | +43.9% | +159.1% | +175.3% |
| All | +212.9% | +13.4% | +199.5% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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