+211.0%
WELL vs RIG
+52.4%
+158.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.5% |
| 7D | -1.3% | -2.7% | +1.4% | -1.2% |
| 30D | +0.5% | +9.5% | -9.0% | +0.1% |
| 3M | +19.1% | -6.6% | +25.7% | +19.3% |
| 6M | +17.0% | -2.9% | +19.8% | +16.8% |
| YTD | +29.2% | +39.5% | -10.3% | +26.6% |
| 1Y | +42.1% | +82.3% | -40.1% | +37.3% |
| 3Y | +204.5% | -29.6% | +234.1% | +207.9% |
| 5Y | +211.0% | +63.2% | +147.8% | +186.4% |
| All | +211.0% | +52.4% | +158.6% | +186.4% |
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