+205.8%
WELL vs ONON
-24.2%
+230.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.2% | -5.3% | +3.1% | -1.8% |
| 30D | +4.7% | -13.1% | +17.8% | +5.9% |
| 3M | +11.9% | -29.3% | +41.3% | +14.9% |
| 6M | +14.3% | -34.5% | +48.8% | +17.8% |
| YTD | +28.4% | -42.2% | +70.6% | +33.5% |
| 1Y | +42.3% | -37.3% | +79.6% | +46.5% |
| 3Y | +202.6% | -9.3% | +211.8% | +192.2% |
| All | +205.8% | -24.2% | +230.0% | +189.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling