+194.7%
WELL vs RBA
+42.3%
+152.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | -0.1% |
| 7D | +4.4% | +4.3% | +0.2% | +4.1% |
| 30D | +10.8% | +16.3% | -5.5% | +9.4% |
| 3M | +4.2% | +1.3% | +2.9% | +4.0% |
| 6M | +14.0% | -11.1% | +25.1% | +14.6% |
| YTD | +33.4% | -8.5% | +41.9% | +33.0% |
| 1Y | +32.4% | -2.1% | +34.5% | +30.7% |
| 3Y | +194.7% | +44.6% | +150.2% | +177.5% |
| All | +194.7% | +42.3% | +152.4% | +177.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling