+7,505.5%
WELL vs IT
+6,189.1%
+1,316.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +3.0% | -7.5% | +10.5% | +4.4% |
| 30D | +10.2% | -1.2% | +11.4% | +10.1% |
| 3M | +6.1% | -2.2% | +8.3% | +5.8% |
| 6M | +16.6% | +19.1% | -2.5% | +10.8% |
| YTD | +35.3% | -25.1% | +60.4% | +38.0% |
| 1Y | +31.5% | -17.4% | +48.8% | +31.6% |
| 3Y | +206.5% | -54.1% | +260.6% | +234.6% |
| 5Y | +222.0% | -42.7% | +264.6% | +233.1% |
| 10Y | +473.8% | +88.1% | +385.6% | +376.7% |
| All | +7,505.5% | +6,189.1% | +1,316.4% | +4,555.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling