+29.8%
WELL vs RIG
+34.1%
-4.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | -0.1% |
| 7D | +0.1% | +5.7% | -5.6% | +0.2% |
| 30D | +5.7% | -0.7% | +6.4% | +5.5% |
| 3M | +4.6% | -3.1% | +7.8% | +4.5% |
| 6M | +11.9% | -16.3% | +28.2% | +12.0% |
| YTD | +33.6% | +34.1% | -0.6% | +30.8% |
| 1Y | +29.8% | +38.2% | -8.4% | +26.5% |
| All | +29.8% | +34.1% | -4.4% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 1y: compounded portfolio wealth divided by compounded RIG 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…
1y analysis · Full analysis span regression · 6 months rolling