+208.8%
WELL vs LNG
+222.3%
-13.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -1.1% | -6.7% | +5.6% | -0.2% |
| 30D | +0.7% | +3.9% | -3.1% | +0.2% |
| 3M | +14.5% | +15.5% | -1.0% | +12.1% |
| 6M | +14.4% | +10.5% | +3.9% | +12.3% |
| YTD | +28.5% | +43.0% | -14.5% | +21.3% |
| 1Y | +41.8% | +18.9% | +22.9% | +37.5% |
| 3Y | +202.8% | +74.7% | +128.2% | +177.7% |
| 5Y | +208.8% | +231.2% | -22.4% | +148.4% |
| All | +208.8% | +222.3% | -13.4% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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