+223.4%
WELL vs RIG
+41.2%
+182.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.3% |
| 7D | +4.4% | -24.5% | +28.9% | +5.5% |
| 30D | +10.8% | -2.8% | +13.6% | +10.8% |
| 3M | +4.2% | +1.6% | +2.7% | +3.9% |
| 6M | +14.0% | -15.9% | +29.9% | +14.4% |
| YTD | +33.4% | +26.9% | +6.5% | +30.9% |
| 1Y | +32.4% | +34.4% | -1.9% | +29.5% |
| 3Y | +194.7% | -21.2% | +215.9% | +194.5% |
| All | +223.4% | +41.2% | +182.2% | +212.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling