+212.9%
WELL vs RVTY
-30.5%
+243.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -2.0% |
| 7D | -0.8% | +1.1% | -1.9% | -0.9% |
| 30D | -0.1% | +13.2% | -13.3% | -1.6% |
| 3M | +18.0% | +27.2% | -9.2% | +14.5% |
| 6M | +15.0% | +32.4% | -17.4% | +10.7% |
| YTD | +28.6% | +34.9% | -6.3% | +23.0% |
| 1Y | +42.9% | +52.4% | -9.4% | +33.6% |
| 3Y | +203.0% | +12.3% | +190.7% | +193.3% |
| All | +212.9% | -30.5% | +243.4% | +217.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling