+337.2%
WELL vs MGY
+206.7%
+130.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -0.1% |
| 7D | -1.3% | -0.9% | -0.4% | -1.1% |
| 30D | +0.5% | +10.1% | -9.6% | -2.1% |
| 3M | +19.1% | -1.5% | +20.5% | +18.9% |
| 6M | +17.0% | -4.9% | +21.9% | +17.2% |
| YTD | +29.2% | +27.7% | +1.5% | +19.2% |
| 1Y | +42.1% | +20.1% | +22.1% | +32.8% |
| 3Y | +204.5% | +24.9% | +179.7% | +170.4% |
| 5Y | +211.0% | +91.6% | +119.4% | +120.7% |
| All | +337.2% | +206.7% | +130.5% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 all: compounded portfolio wealth divided by compounded MGY 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…
all analysis · Full analysis span regression · 6 months rolling