+3,419.0%
WELL vs HDB
+3,812.1%
-393.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -1.9% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -0.1% | -2.8% | +2.7% | +0.7% |
| 3M | +18.0% | -3.5% | +21.6% | +18.6% |
| 6M | +15.0% | -24.7% | +39.7% | +23.4% |
| YTD | +28.6% | -36.6% | +65.2% | +44.5% |
| 1Y | +42.9% | -34.4% | +77.3% | +58.8% |
| 3Y | +203.0% | -24.4% | +227.4% | +217.7% |
| 5Y | +206.9% | -35.4% | +242.2% | +231.2% |
| 10Y | +339.5% | +39.5% | +299.9% | +269.9% |
| All | +3,419.0% | +3,812.1% | -393.1% | +1,585.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling