+42.9%
WELL vs P
+32.0%
+10.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.4% | -2.0% |
| 7D | -0.8% | +6.5% | -7.3% | -0.6% |
| 30D | -0.1% | +18.8% | -18.9% | +0.5% |
| 3M | +18.0% | +26.7% | -8.7% | +19.2% |
| 6M | +15.0% | +62.2% | -47.2% | +15.6% |
| YTD | +28.6% | +48.5% | -19.9% | +29.3% |
| 1Y | +42.9% | +26.4% | +16.5% | +45.8% |
| All | +42.9% | +32.0% | +10.9% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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