+473.8%
WELL vs RY
+354.4%
+119.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.0% |
| 7D | +3.0% | -0.6% | +3.6% | +3.4% |
| 30D | +10.2% | +6.1% | +4.1% | +5.6% |
| 3M | +6.1% | -3.4% | +9.5% | +8.4% |
| 6M | +16.6% | +12.8% | +3.8% | +6.1% |
| YTD | +35.3% | +21.0% | +14.3% | +16.5% |
| 1Y | +31.5% | +40.5% | -9.0% | +1.2% |
| 3Y | +206.5% | +159.9% | +46.6% | +43.9% |
| 5Y | +222.0% | +125.0% | +97.0% | +66.8% |
| 10Y | +473.8% | +350.6% | +123.2% | +85.5% |
| All | +473.8% | +354.4% | +119.4% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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