+208.8%
WELL vs JBL
+410.1%
-201.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.1% | +4.0% | -5.1% | -1.5% |
| 30D | +0.7% | -7.5% | +8.2% | +1.4% |
| 3M | +14.5% | -14.1% | +28.6% | +15.8% |
| 6M | +14.4% | +25.9% | -11.5% | +10.0% |
| YTD | +28.5% | +36.7% | -8.2% | +22.0% |
| 1Y | +41.8% | +49.0% | -7.2% | +32.6% |
| 3Y | +202.8% | +191.8% | +11.0% | +147.6% |
| 5Y | +208.8% | +409.8% | -201.0% | +116.2% |
| All | +208.8% | +410.1% | -201.3% | +116.2% |
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