+41.9%
WELL vs RBRK
+5.6%
+36.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | -0.1% |
| 7D | -0.2% | -7.5% | +7.3% | -0.5% |
| 30D | +2.3% | -10.4% | +12.7% | +2.1% |
| 3M | +12.3% | +21.3% | -9.0% | +13.7% |
| 6M | +15.6% | +50.6% | -35.1% | +17.8% |
| YTD | +28.3% | +13.3% | +15.0% | +30.5% |
| 1Y | +41.9% | +11.2% | +30.7% | +44.5% |
| All | +41.9% | +5.6% | +36.3% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 1y: compounded portfolio wealth divided by compounded RBRK 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…
1y analysis · Full analysis span regression · 6 months rolling