+356.5%
WELL vs RGEN
+402.3%
-45.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.4% |
| 7D | -1.1% | -4.6% | +3.4% | -0.8% |
| 30D | +0.7% | +1.2% | -0.4% | +0.6% |
| 3M | +14.5% | +26.8% | -12.3% | +12.1% |
| 6M | +14.4% | +29.1% | -14.6% | +11.5% |
| YTD | +28.5% | +0.7% | +27.7% | +27.7% |
| 1Y | +41.8% | +39.1% | +2.7% | +36.8% |
| 3Y | +202.8% | +2.2% | +200.6% | +193.7% |
| 5Y | +208.8% | -44.0% | +252.8% | +208.1% |
| 10Y | +356.5% | +412.7% | -56.2% | +279.4% |
| All | +356.5% | +402.3% | -45.8% | +279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling