+225.9%
WELL vs KMI
+148.3%
+77.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +0.1% | +6.5% | -6.4% | -2.3% |
| 30D | +5.7% | -3.4% | +9.1% | +6.8% |
| 3M | +4.6% | +0.4% | +4.2% | +3.9% |
| 6M | +11.9% | -0.9% | +12.8% | +11.6% |
| YTD | +33.6% | +20.5% | +13.1% | +22.6% |
| 1Y | +29.8% | +23.2% | +6.6% | +17.9% |
| 3Y | +202.2% | +121.6% | +80.5% | +104.6% |
| All | +225.9% | +148.3% | +77.6% | +106.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling