+19,368.3%
WELL vs KEY
+981.5%
+18,386.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | 0.0% |
| 7D | +4.4% | -1.3% | +5.7% | +4.8% |
| 30D | +10.8% | +5.1% | +5.7% | +9.3% |
| 3M | +4.2% | -7.1% | +11.3% | +6.2% |
| 6M | +14.0% | -4.4% | +18.4% | +15.1% |
| YTD | +33.4% | +4.0% | +29.4% | +31.1% |
| 1Y | +32.4% | +23.4% | +9.0% | +23.9% |
| 3Y | +194.7% | +113.9% | +80.8% | +128.4% |
| 5Y | +226.5% | +12.3% | +214.1% | +188.2% |
| 10Y | +429.8% | +125.5% | +304.4% | +270.4% |
| All | +19,368.3% | +981.5% | +18,386.8% | +8,863.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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