+455.3%
WELL vs RBA
+236.6%
+218.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.5% | +0.3% |
| 7D | +3.5% | +2.5% | +1.0% | +2.8% |
| 30D | +9.7% | +11.6% | -1.9% | +6.6% |
| 3M | +4.8% | +1.5% | +3.3% | +4.1% |
| 6M | +16.1% | -6.6% | +22.7% | +16.9% |
| YTD | +34.7% | -6.3% | +41.0% | +34.5% |
| 1Y | +31.9% | -4.0% | +35.9% | +30.6% |
| 3Y | +209.9% | +47.3% | +162.6% | +163.7% |
| 5Y | +226.5% | +47.7% | +178.9% | +171.3% |
| 10Y | +455.3% | +224.7% | +230.5% | +212.4% |
| All | +455.3% | +236.6% | +218.7% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling