+4,860.4%
WELL vs RSG
+2,310.6%
+2,549.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.1% | +2.5% | -2.4% | -0.7% |
| 30D | +5.7% | +12.7% | -7.1% | +1.7% |
| 3M | +4.6% | +17.9% | -13.3% | -0.7% |
| 6M | +11.9% | +25.0% | -13.1% | +4.2% |
| YTD | +33.6% | +20.8% | +12.8% | +25.5% |
| 1Y | +29.8% | +24.3% | +5.5% | +20.8% |
| 3Y | +202.2% | +65.3% | +136.9% | +157.3% |
| 5Y | +223.2% | +99.1% | +124.2% | +159.2% |
| 10Y | +461.7% | +452.4% | +9.3% | +250.8% |
| All | +4,860.4% | +2,310.6% | +2,549.7% | +2,309.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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