+19,646.7%
WELL vs RVTY
+2,976.2%
+16,670.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +3.0% | -2.7% | +5.7% | +3.4% |
| 30D | +10.2% | +3.2% | +7.0% | +9.5% |
| 3M | +6.1% | +37.2% | -31.1% | +0.9% |
| 6M | +16.6% | +57.7% | -41.1% | +8.3% |
| YTD | +35.3% | +64.8% | -29.5% | +24.1% |
| 1Y | +31.5% | +72.8% | -41.4% | +19.5% |
| 3Y | +206.5% | +89.8% | +116.7% | +170.1% |
| 5Y | +222.0% | -8.4% | +230.4% | +213.0% |
| 10Y | +473.8% | +219.5% | +254.3% | +356.5% |
| All | +19,646.7% | +2,976.2% | +16,670.5% | +11,261.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling