+18,665.9%
WELL vs RRC
+1,202.2%
+17,463.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | -0.8% | +1.3% | -2.1% | -0.9% |
| 30D | -0.1% | +10.1% | -10.2% | -0.8% |
| 3M | +18.0% | +4.0% | +14.0% | +17.6% |
| 6M | +15.0% | +1.6% | +13.4% | +14.7% |
| YTD | +28.6% | +19.7% | +8.9% | +26.6% |
| 1Y | +42.9% | +21.4% | +21.5% | +40.4% |
| 3Y | +203.0% | +29.7% | +173.4% | +194.2% |
| 5Y | +206.9% | +153.9% | +53.0% | +178.9% |
| 10Y | +339.5% | +10.8% | +328.7% | +289.7% |
| All | +18,665.9% | +1,202.2% | +17,463.7% | +15,560.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling