+194.7%
WELL vs P
+175.5%
+19.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.2% |
| 7D | +4.4% | -23.8% | +28.2% | +4.3% |
| 30D | +10.8% | -36.6% | +47.4% | +10.6% |
| 3M | +4.2% | +10.9% | -6.7% | +4.0% |
| 6M | +14.0% | +30.0% | -16.0% | +13.7% |
| YTD | +33.4% | +44.4% | -11.0% | +32.6% |
| 1Y | +32.4% | +3.9% | +28.5% | +32.1% |
| 3Y | +194.7% | +176.6% | +18.2% | +187.2% |
| All | +194.7% | +175.5% | +19.3% | +187.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling