+225.0%
WELL vs KEEL
+309.9%
-84.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.6% |
| 7D | -1.1% | +19.3% | -20.4% | -1.4% |
| 30D | +0.7% | +9.1% | -8.4% | +0.6% |
| 3M | +14.5% | -31.5% | +46.1% | +14.9% |
| 6M | +14.4% | +75.8% | -61.4% | +12.7% |
| YTD | +28.5% | +57.9% | -29.4% | +26.6% |
| 1Y | +41.8% | +133.3% | -91.6% | +38.1% |
| 3Y | +202.8% | +204.1% | -1.3% | +189.7% |
| 5Y | +208.8% | -37.5% | +246.4% | +194.9% |
| All | +225.0% | +309.9% | -84.9% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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