+3,550.7%
WELL vs HDB
+4,142.9%
-592.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.7% |
| 7D | +4.4% | +13.3% | -8.9% | +0.8% |
| 30D | +10.8% | +13.6% | -2.7% | +6.9% |
| 3M | +4.2% | +5.8% | -1.6% | +2.3% |
| 6M | +14.0% | -1.9% | +15.9% | +13.7% |
| YTD | +33.4% | -31.2% | +64.6% | +46.2% |
| 1Y | +32.4% | -29.6% | +62.0% | +44.1% |
| 3Y | +194.7% | -10.1% | +204.8% | +193.9% |
| 5Y | +226.5% | -24.3% | +250.8% | +236.4% |
| 10Y | +429.8% | +59.3% | +370.6% | +329.0% |
| All | +3,550.7% | +4,142.9% | -592.2% | +1,605.8% |
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