+225.8%
WELL vs RBA
+37.7%
+188.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | 0.0% |
| 7D | +4.4% | +4.3% | +0.2% | +3.8% |
| 30D | +10.8% | +16.3% | -5.5% | +8.3% |
| 3M | +4.2% | +1.3% | +2.9% | +3.9% |
| 6M | +14.0% | -11.1% | +25.1% | +15.3% |
| YTD | +33.4% | -8.5% | +41.9% | +33.6% |
| 1Y | +32.4% | -2.1% | +34.5% | +30.8% |
| 3Y | +194.7% | +44.6% | +150.2% | +166.5% |
| All | +225.8% | +37.7% | +188.2% | +221.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling