+320.0%
WELL vs ROIV
+232.7%
+87.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.1% |
| 7D | -0.8% | +0.6% | -1.4% | -0.8% |
| 30D | -0.1% | +1.0% | -1.0% | -0.1% |
| 3M | +18.0% | +18.3% | -0.3% | +17.4% |
| 6M | +15.0% | +18.3% | -3.3% | +14.3% |
| YTD | +28.6% | +61.0% | -32.4% | +26.5% |
| 1Y | +42.9% | +177.9% | -135.0% | +38.5% |
| 3Y | +203.0% | +199.1% | +4.0% | +191.8% |
| 5Y | +206.9% | +250.7% | -43.8% | +194.9% |
| All | +320.0% | +232.7% | +87.3% | +307.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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