+4,753.7%
WELL vs RBA
+4,003.4%
+750.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | +0.1% |
| 7D | +4.4% | +4.3% | +0.2% | +3.5% |
| 30D | +10.8% | +16.3% | -5.5% | +7.1% |
| 3M | +4.2% | +1.3% | +2.9% | +3.7% |
| 6M | +14.0% | -11.1% | +25.1% | +16.0% |
| YTD | +33.4% | -8.5% | +41.9% | +34.2% |
| 1Y | +32.4% | -2.1% | +34.5% | +31.0% |
| 3Y | +194.7% | +44.6% | +150.2% | +162.7% |
| 5Y | +226.5% | +36.8% | +189.6% | +189.0% |
| 10Y | +429.8% | +227.3% | +202.5% | +274.1% |
| All | +4,753.7% | +4,003.4% | +750.2% | +2,158.7% |
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 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