+228.3%
WELL vs RY
+126.4%
+101.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | +0.1% | -3.0% | +3.1% | +1.5% |
| 30D | +7.8% | +6.3% | +1.5% | +4.6% |
| 3M | +10.2% | -2.6% | +12.8% | +11.5% |
| 6M | +16.4% | +13.9% | +2.4% | +8.4% |
| YTD | +35.2% | +21.7% | +13.5% | +21.4% |
| 1Y | +30.5% | +40.4% | -10.0% | +8.4% |
| 3Y | +206.1% | +161.3% | +44.8% | +74.7% |
| 5Y | +228.3% | +126.5% | +101.8% | +100.8% |
| All | +228.3% | +126.4% | +101.8% | +100.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling