+208.8%
WELL vs INDA
+5.9%
+202.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -1.1% | -2.6% | +1.5% | -0.2% |
| 30D | +0.7% | -2.9% | +3.7% | +1.8% |
| 3M | +14.5% | +2.4% | +12.1% | +13.3% |
| 6M | +14.4% | -2.6% | +17.0% | +15.2% |
| YTD | +28.5% | -10.0% | +38.4% | +33.6% |
| 1Y | +41.8% | -7.7% | +49.4% | +45.6% |
| 3Y | +202.8% | +8.9% | +193.9% | +179.0% |
| 5Y | +208.8% | +6.0% | +202.8% | +184.7% |
| All | +208.8% | +5.9% | +202.9% | +184.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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