+18,665.9%
WELL vs RF
+1,537.4%
+17,128.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | -0.8% | +1.3% | -2.1% | -1.1% |
| 30D | -0.1% | -3.6% | +3.5% | +0.8% |
| 3M | +18.0% | +8.1% | +9.9% | +15.6% |
| 6M | +15.0% | +11.5% | +3.5% | +11.5% |
| YTD | +28.6% | +15.6% | +13.0% | +23.2% |
| 1Y | +42.9% | +15.7% | +27.2% | +36.5% |
| 3Y | +203.0% | +86.9% | +116.1% | +149.6% |
| 5Y | +206.9% | +89.8% | +117.1% | +146.4% |
| 10Y | +339.5% | +344.7% | -5.2% | +178.5% |
| All | +18,665.9% | +1,537.4% | +17,128.5% | +7,949.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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