+18,665.9%
WELL vs RJF
+49,848.3%
-31,182.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.7% |
| 7D | -0.8% | -0.6% | -0.2% | -0.7% |
| 30D | -0.1% | -1.3% | +1.2% | +0.2% |
| 3M | +18.0% | +18.9% | -0.9% | +12.7% |
| 6M | +15.0% | +15.0% | 0.0% | +10.4% |
| YTD | +28.6% | +12.2% | +16.4% | +23.8% |
| 1Y | +42.9% | +5.6% | +37.3% | +39.5% |
| 3Y | +203.0% | +74.9% | +128.2% | +155.4% |
| 5Y | +206.9% | +106.6% | +100.2% | +143.7% |
| 10Y | +339.5% | +433.1% | -93.6% | +168.8% |
| All | +18,665.9% | +49,848.3% | -31,182.4% | +6,870.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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