+212.9%
WELL vs HDB
-35.4%
+248.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -2.0% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -0.1% | -2.8% | +2.7% | +0.5% |
| 3M | +18.0% | -3.5% | +21.6% | +18.4% |
| 6M | +15.0% | -24.7% | +39.7% | +21.4% |
| YTD | +28.6% | -36.6% | +65.2% | +40.8% |
| 1Y | +42.9% | -34.4% | +77.3% | +55.1% |
| 3Y | +203.0% | -24.4% | +227.4% | +213.7% |
| All | +212.9% | -35.4% | +248.3% | +236.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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