+511.4%
WELL vs JD
+52.8%
+458.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.3% |
| 7D | +4.4% | +13.4% | -8.9% | +3.5% |
| 30D | +10.8% | +7.7% | +3.1% | +10.2% |
| 3M | +4.2% | -11.3% | +15.5% | +5.0% |
| 6M | +14.0% | -5.1% | +19.1% | +14.3% |
| YTD | +33.4% | +5.0% | +28.4% | +32.6% |
| 1Y | +32.4% | -5.6% | +38.1% | +32.6% |
| 3Y | +194.7% | +17.8% | +177.0% | +184.7% |
| 5Y | +226.5% | -57.2% | +283.6% | +232.2% |
| 10Y | +429.8% | +34.8% | +395.1% | +379.6% |
| All | +511.4% | +52.8% | +458.7% | +466.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling