+30.5%
WELL vs RBA
-4.5%
+35.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +7.8% | +9.0% | -1.2% | +7.5% |
| 3M | +10.2% | +7.2% | +3.1% | +9.9% |
| 6M | +16.4% | -7.8% | +24.1% | +15.7% |
| YTD | +35.2% | -6.4% | +41.5% | +35.2% |
| 1Y | +30.5% | -4.2% | +34.6% | +31.7% |
| All | +30.5% | -4.5% | +35.0% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling