+202.2%
WELL vs ONON
+24.8%
+177.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.3% |
| 7D | +0.1% | -10.0% | +10.1% | +0.6% |
| 30D | +5.7% | -5.3% | +10.9% | +5.9% |
| 3M | +4.6% | +6.5% | -1.8% | +4.3% |
| 6M | +11.9% | -5.0% | +16.8% | +12.0% |
| YTD | +33.6% | -27.6% | +61.2% | +34.9% |
| 1Y | +29.8% | -20.7% | +50.5% | +30.5% |
| 3Y | +202.2% | +26.6% | +175.5% | +187.0% |
| All | +202.2% | +24.8% | +177.3% | +187.0% |
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