+225.9%
WELL vs JD
-63.0%
+289.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.3% |
| 7D | +0.1% | -4.1% | +4.2% | +0.3% |
| 30D | +5.7% | +4.6% | +1.0% | +5.4% |
| 3M | +4.6% | -4.7% | +9.4% | +4.9% |
| 6M | +11.9% | -17.4% | +29.2% | +13.0% |
| YTD | +33.6% | +0.7% | +32.9% | +33.3% |
| 1Y | +29.8% | -5.9% | +35.6% | +29.9% |
| 3Y | +202.2% | +18.9% | +183.3% | +192.6% |
| All | +225.9% | -63.0% | +289.0% | +228.3% |
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