+225.9%
WELL vs JBL
+299.0%
-73.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | 0.0% |
| 7D | +0.1% | +6.3% | -6.2% | -0.4% |
| 30D | +5.7% | -13.5% | +19.2% | +6.9% |
| 3M | +4.6% | -31.3% | +36.0% | +8.0% |
| 6M | +11.9% | -28.4% | +40.3% | +14.5% |
| YTD | +33.6% | +11.6% | +22.0% | +28.7% |
| 1Y | +29.8% | +26.1% | +3.6% | +22.9% |
| 3Y | +202.2% | +97.4% | +104.8% | +160.7% |
| All | +225.9% | +299.0% | -73.1% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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