+42.3%
WELL vs RVMD
+396.9%
-354.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | -2.2% | -3.6% | +1.3% | -2.1% |
| 30D | +4.7% | -1.1% | +5.8% | +4.7% |
| 3M | +11.9% | +41.0% | -29.1% | +10.4% |
| 6M | +14.3% | +105.7% | -91.4% | +11.0% |
| YTD | +28.4% | +155.3% | -126.9% | +22.1% |
| 1Y | +42.3% | +402.7% | -360.4% | +25.9% |
| All | +42.3% | +396.9% | -354.7% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 1y: compounded portfolio wealth divided by compounded RVMD 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…
1y analysis · Full analysis span regression · 6 months rolling