+4,919.0%
WELL vs RSG
+2,275.9%
+2,643.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +0.1% | +1.6% | -1.5% | -0.4% |
| 30D | +7.8% | +13.5% | -5.7% | +3.6% |
| 3M | +10.2% | +16.3% | -6.1% | +5.0% |
| 6M | +16.4% | +26.9% | -10.5% | +7.9% |
| YTD | +35.2% | +19.1% | +16.1% | +27.6% |
| 1Y | +30.5% | +21.8% | +8.6% | +22.2% |
| 3Y | +206.1% | +63.5% | +142.6% | +161.6% |
| 5Y | +228.3% | +98.6% | +129.6% | +163.5% |
| 10Y | +468.3% | +444.4% | +23.9% | +256.6% |
| All | +4,919.0% | +2,275.9% | +2,643.1% | +2,349.1% |
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