+212.9%
WELL vs JD
-60.2%
+273.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -3.9% | -2.2% |
| 7D | -0.8% | -1.7% | +0.9% | -0.7% |
| 30D | -0.1% | -13.2% | +13.1% | +0.7% |
| 3M | +18.0% | -3.2% | +21.2% | +18.2% |
| 6M | +15.0% | +15.2% | -0.2% | +14.0% |
| YTD | +28.6% | +2.0% | +26.6% | +28.3% |
| 1Y | +42.9% | -5.4% | +48.3% | +43.0% |
| 3Y | +203.0% | -9.1% | +212.1% | +199.1% |
| All | +212.9% | -60.2% | +273.1% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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