+19,368.3%
WELL vs RRC
+1,414.2%
+17,954.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.8% | 0.0% |
| 7D | +4.4% | -10.8% | +15.3% | +5.3% |
| 30D | +10.8% | +22.3% | -11.5% | +9.0% |
| 3M | +4.2% | +26.6% | -22.4% | +2.2% |
| 6M | +14.0% | +18.9% | -4.9% | +12.2% |
| YTD | +33.4% | +39.2% | -5.8% | +29.6% |
| 1Y | +32.4% | +34.0% | -1.5% | +29.0% |
| 3Y | +194.7% | +42.0% | +152.7% | +183.9% |
| 5Y | +226.5% | +111.9% | +114.6% | +200.4% |
| 10Y | +429.8% | +62.8% | +367.1% | +357.4% |
| All | +19,368.3% | +1,414.2% | +17,954.1% | +15,935.5% |
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