+349.8%
WELL vs KMI
+136.8%
+213.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.2% | -1.7% | +1.5% | +0.7% |
| 30D | +2.3% | -2.7% | +5.1% | +3.7% |
| 3M | +12.3% | -0.7% | +12.9% | +12.3% |
| 6M | +15.6% | -5.0% | +20.5% | +18.2% |
| YTD | +28.3% | +15.5% | +12.8% | +17.1% |
| 1Y | +41.9% | +16.4% | +25.5% | +28.5% |
| 3Y | +198.3% | +114.2% | +84.2% | +82.7% |
| 5Y | +206.4% | +153.3% | +53.2% | +64.6% |
| All | +349.8% | +136.8% | +213.0% | +126.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 10y: compounded portfolio wealth divided by compounded KMI 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…
10y analysis · Full analysis span regression · 6 months rolling