+455.3%
WELL vs RRC
+63.1%
+392.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +3.5% | -10.3% | +13.8% | +4.6% |
| 30D | +9.7% | +19.5% | -9.8% | +7.4% |
| 3M | +4.8% | +27.9% | -23.1% | +1.7% |
| 6M | +16.1% | +21.2% | -5.1% | +13.2% |
| YTD | +34.7% | +39.6% | -4.9% | +29.0% |
| 1Y | +31.9% | +31.3% | +0.7% | +27.1% |
| 3Y | +209.9% | +51.9% | +157.9% | +190.7% |
| 5Y | +226.5% | +110.2% | +116.4% | +188.6% |
| 10Y | +455.3% | +56.7% | +398.6% | +275.3% |
| All | +455.3% | +63.1% | +392.2% | +275.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling