+42.9%
WELL vs KEYS
+98.0%
-55.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.1% |
| 7D | -0.8% | +2.3% | -3.1% | -0.8% |
| 30D | -0.1% | -2.6% | +2.5% | 0.0% |
| 3M | +18.0% | -4.6% | +22.7% | +18.0% |
| 6M | +15.0% | +8.7% | +6.3% | +13.8% |
| YTD | +28.6% | +61.0% | -32.4% | +26.1% |
| 1Y | +42.9% | +96.0% | -53.1% | +38.5% |
| All | +42.9% | +98.0% | -55.1% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 1y: compounded portfolio wealth divided by compounded KEYS 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…
1y analysis · Full analysis span regression · 6 months rolling