+208.8%
WELL vs KMI
+157.3%
+51.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | -1.1% | -1.8% | +0.6% | -0.5% |
| 30D | +0.7% | +0.1% | +0.7% | +0.6% |
| 3M | +14.5% | +1.2% | +13.4% | +13.8% |
| 6M | +14.4% | -3.9% | +18.3% | +15.8% |
| YTD | +28.5% | +17.5% | +10.9% | +19.7% |
| 1Y | +41.8% | +22.6% | +19.1% | +29.6% |
| 3Y | +202.8% | +116.3% | +86.5% | +111.1% |
| 5Y | +208.8% | +157.6% | +51.2% | +102.4% |
| All | +208.8% | +157.3% | +51.5% | +102.4% |
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