+7,650.2%
WELL vs JBL
+42,637.0%
-34,986.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.2% |
| 7D | -0.8% | +3.0% | -3.8% | -1.1% |
| 30D | -0.1% | -8.3% | +8.2% | +0.7% |
| 3M | +18.0% | -16.9% | +34.9% | +19.8% |
| 6M | +15.0% | +21.8% | -6.8% | +11.5% |
| YTD | +28.6% | +36.3% | -7.7% | +22.9% |
| 1Y | +42.9% | +49.5% | -6.6% | +34.7% |
| 3Y | +203.0% | +170.6% | +32.4% | +162.1% |
| 5Y | +206.9% | +408.4% | -201.5% | +145.0% |
| 10Y | +339.5% | +1,450.4% | -1,110.9% | +211.3% |
| All | +7,650.2% | +42,637.0% | -34,986.9% | +4,512.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling