+212.9%
WELL vs RCAT
+183.7%
+29.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -2.0% |
| 7D | -0.8% | -1.4% | +0.6% | -0.8% |
| 30D | -0.1% | -3.3% | +3.3% | -0.1% |
| 3M | +18.0% | -43.2% | +61.2% | +18.5% |
| 6M | +15.0% | -43.2% | +58.2% | +15.3% |
| YTD | +28.6% | +5.5% | +23.1% | +27.4% |
| 1Y | +42.9% | -1.6% | +44.6% | +41.2% |
| 3Y | +203.0% | +773.7% | -570.7% | +173.2% |
| All | +212.9% | +183.7% | +29.1% | +184.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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