+19,368.3%
WELL vs RGEN
+1,634.9%
+17,733.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.1% | -0.3% |
| 7D | +4.4% | -1.9% | +6.4% | +4.5% |
| 30D | +10.8% | +3.7% | +7.1% | +10.7% |
| 3M | +4.2% | +8.8% | -4.6% | +3.9% |
| 6M | +14.0% | +38.0% | -24.0% | +12.7% |
| YTD | +33.4% | +5.9% | +27.5% | +32.8% |
| 1Y | +32.4% | +19.7% | +12.7% | +31.3% |
| 3Y | +194.7% | +20.5% | +174.2% | +190.2% |
| 5Y | +226.5% | -35.0% | +261.4% | +224.8% |
| 10Y | +429.8% | +540.9% | -111.1% | +392.6% |
| All | +19,368.3% | +1,634.9% | +17,733.4% | +17,134.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling