+18,665.9%
WELL vs RRX
+3,904.5%
+14,761.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.1% |
| 7D | -0.8% | +3.4% | -4.2% | -1.6% |
| 30D | -0.1% | -11.1% | +11.0% | +2.8% |
| 3M | +18.0% | -23.7% | +41.8% | +24.1% |
| 6M | +15.0% | -22.0% | +37.0% | +18.9% |
| YTD | +28.6% | +16.5% | +12.1% | +19.2% |
| 1Y | +42.9% | +11.5% | +31.4% | +33.0% |
| 3Y | +203.0% | +1.5% | +201.5% | +173.3% |
| 5Y | +206.9% | +18.3% | +188.6% | +159.0% |
| 10Y | +339.5% | +209.8% | +129.7% | +179.4% |
| All | +18,665.9% | +3,904.5% | +14,761.4% | +8,836.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling