+4,578.6%
WELL vs RBA
+3,565.6%
+1,013.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.1% |
| 7D | -0.8% | -2.9% | +2.1% | -0.2% |
| 30D | -0.1% | -12.3% | +12.2% | +2.7% |
| 3M | +18.0% | -20.5% | +38.6% | +23.3% |
| 6M | +15.0% | -18.5% | +33.5% | +19.3% |
| YTD | +28.6% | -18.2% | +46.8% | +32.7% |
| 1Y | +42.9% | -27.5% | +70.4% | +51.2% |
| 3Y | +203.0% | +38.1% | +164.9% | +172.9% |
| 5Y | +206.9% | +44.8% | +162.1% | +167.7% |
| 10Y | +339.5% | +187.1% | +152.3% | +219.5% |
| All | +4,578.6% | +3,565.6% | +1,013.0% | +2,134.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling