+206.5%
WELL vs KWEB
-45.1%
+251.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | -2.2% | -4.3% | +2.1% | -1.9% |
| 30D | +4.7% | -13.0% | +17.7% | +5.7% |
| 3M | +11.9% | -7.6% | +19.5% | +12.5% |
| 6M | +14.3% | -21.1% | +35.4% | +16.2% |
| YTD | +28.4% | -28.2% | +56.6% | +31.3% |
| 1Y | +42.3% | -34.9% | +77.2% | +46.5% |
| 3Y | +202.6% | -0.8% | +203.3% | +198.2% |
| 5Y | +206.5% | -43.6% | +250.1% | +211.9% |
| All | +206.5% | -45.1% | +251.6% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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