+18,665.9%
WELL vs RGEN
+1,576.0%
+17,089.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.0% |
| 7D | -0.8% | -4.9% | +4.1% | -0.7% |
| 30D | -0.1% | +5.7% | -5.8% | -0.3% |
| 3M | +18.0% | +32.4% | -14.4% | +16.9% |
| 6M | +15.0% | +33.2% | -18.2% | +13.8% |
| YTD | +28.6% | +2.3% | +26.3% | +28.2% |
| 1Y | +42.9% | +39.0% | +3.9% | +41.1% |
| 3Y | +203.0% | -4.6% | +207.6% | +200.3% |
| 5Y | +206.9% | -42.7% | +249.6% | +206.4% |
| 10Y | +339.5% | +433.6% | -94.1% | +310.6% |
| All | +18,665.9% | +1,576.0% | +17,089.9% | +16,539.0% |
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 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