+36.5%
WELL vs ONON
+8.5%
+28.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.8% | -3.0% | +2.5% |
| 7D | +9.2% | +20.9% | -11.8% | +8.1% |
| 30D | +10.6% | +21.1% | -10.5% | +9.6% |
| 3M | +7.5% | +2.7% | +4.8% | +7.3% |
| 6M | +15.0% | +12.6% | +2.4% | +14.7% |
| YTD | +35.0% | -16.9% | +52.0% | +33.5% |
| 1Y | +36.5% | +6.7% | +29.8% | +37.9% |
| All | +36.5% | +8.5% | +28.0% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 1y: compounded portfolio wealth divided by compounded ONON 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…
1y analysis · Full analysis span regression · 6 months rolling