+211.0%
WELL vs IT
-44.6%
+255.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.4% | +7.9% | +1.2% |
| 7D | -1.3% | -9.1% | +7.8% | -0.5% |
| 30D | +0.5% | -7.0% | +7.5% | +1.1% |
| 3M | +19.1% | +7.6% | +11.4% | +17.4% |
| 6M | +17.0% | +2.1% | +14.8% | +15.7% |
| YTD | +29.2% | -31.6% | +60.8% | +34.8% |
| 1Y | +42.1% | -29.9% | +72.1% | +47.1% |
| 3Y | +204.5% | -51.3% | +255.8% | +231.0% |
| 5Y | +211.0% | -44.8% | +255.8% | +223.1% |
| All | +211.0% | -44.6% | +255.6% | +223.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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