+8,402.2%
WELL vs RY
+11,573.6%
-3,171.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.7% |
| 7D | -0.8% | +3.1% | -3.9% | -2.2% |
| 30D | -0.1% | -0.3% | +0.2% | 0.0% |
| 3M | +18.0% | +8.7% | +9.4% | +13.4% |
| 6M | +15.0% | +28.5% | -13.5% | +2.4% |
| YTD | +28.6% | +25.1% | +3.5% | +15.7% |
| 1Y | +42.9% | +46.3% | -3.4% | +19.7% |
| 3Y | +203.0% | +154.9% | +48.1% | +96.1% |
| 5Y | +206.9% | +140.3% | +66.6% | +103.0% |
| 10Y | +339.5% | +377.0% | -37.6% | +121.4% |
| All | +8,402.2% | +11,573.6% | -3,171.4% | +2,240.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling