+198.7%
WELL vs ONON
-10.5%
+209.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | -1.1% | -3.5% | +2.3% | -0.9% |
| 30D | +0.7% | -30.8% | +31.5% | +2.6% |
| 3M | +14.5% | -29.8% | +44.3% | +16.5% |
| 6M | +14.4% | -34.8% | +49.2% | +16.6% |
| YTD | +28.5% | -42.3% | +70.7% | +31.6% |
| 1Y | +41.8% | -39.5% | +81.3% | +44.8% |
| All | +198.7% | -10.5% | +209.2% | +184.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling