+349.8%
WELL vs RRX
+228.4%
+121.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -1.0% |
| 7D | -0.2% | -0.3% | +0.1% | -0.2% |
| 30D | +2.3% | -6.1% | +8.5% | +3.8% |
| 3M | +12.3% | -23.1% | +35.3% | +18.0% |
| 6M | +15.6% | -19.5% | +35.1% | +18.4% |
| YTD | +28.3% | +16.1% | +12.2% | +17.4% |
| 1Y | +41.9% | +12.9% | +29.0% | +29.8% |
| 3Y | +198.3% | +7.9% | +190.4% | +157.9% |
| 5Y | +206.4% | +19.1% | +187.3% | +142.7% |
| All | +349.8% | +228.4% | +121.4% | +135.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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