+349.9%
WELL vs RUN
+43.4%
+306.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | +0.1% |
| 7D | -2.2% | -3.4% | +1.1% | -2.0% |
| 30D | +4.7% | -14.0% | +18.6% | +5.9% |
| 3M | +11.9% | -27.5% | +39.4% | +14.3% |
| 6M | +14.3% | -29.0% | +43.3% | +16.2% |
| YTD | +28.4% | -53.1% | +81.5% | +33.6% |
| 1Y | +42.3% | -46.7% | +89.0% | +45.2% |
| 3Y | +202.6% | -38.3% | +240.9% | +168.9% |
| 5Y | +206.5% | -80.7% | +287.2% | +195.5% |
| All | +349.9% | +43.4% | +306.6% | +189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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