+202.7%
WELL vs RBA
+61.6%
+141.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | +0.1% | -0.5% | +0.7% | +0.2% |
| 30D | +6.8% | +6.8% | -0.1% | +6.1% |
| 3M | +6.7% | +9.5% | -2.7% | +5.7% |
| 6M | +13.8% | -8.2% | +22.0% | +14.1% |
| YTD | +33.8% | -7.7% | +41.6% | +33.2% |
| 1Y | +29.6% | -6.9% | +36.5% | +28.8% |
| All | +202.7% | +61.6% | +141.1% | +171.7% |
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 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