+442.3%
WELL vs RGEN
+415.2%
+27.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | +0.1% | -3.3% | +3.4% | +0.4% |
| 30D | +5.7% | -5.8% | +11.5% | +6.1% |
| 3M | +4.6% | +0.2% | +4.5% | +4.4% |
| 6M | +11.9% | +56.8% | -44.9% | +7.3% |
| YTD | +33.6% | +2.4% | +31.2% | +32.3% |
| 1Y | +29.8% | +11.4% | +18.3% | +27.6% |
| 3Y | +202.2% | +15.2% | +187.0% | +189.9% |
| 5Y | +223.2% | -35.1% | +258.3% | +218.5% |
| All | +442.3% | +415.2% | +27.1% | +335.0% |
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