+202.2%
WELL vs RVTY
+85.4%
+116.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.1% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +5.7% | +1.5% | +4.1% | +5.5% |
| 3M | +4.6% | +31.5% | -26.8% | +3.0% |
| 6M | +11.9% | +62.7% | -50.8% | +8.7% |
| YTD | +33.6% | +60.0% | -26.4% | +29.3% |
| 1Y | +29.8% | +65.7% | -35.9% | +25.0% |
| 3Y | +202.2% | +85.2% | +117.0% | +182.1% |
| All | +202.2% | +85.4% | +116.8% | +182.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling