+32.4%
WELL vs S
+31.6%
+0.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.1% |
| 7D | +4.4% | -13.4% | +17.9% | +3.8% |
| 30D | +10.8% | -14.0% | +24.8% | +10.2% |
| 3M | +4.2% | +4.9% | -0.7% | +4.8% |
| 6M | +14.0% | +42.0% | -28.0% | +17.1% |
| YTD | +33.4% | +45.1% | -11.7% | +37.5% |
| 1Y | +32.4% | +33.1% | -0.7% | +36.9% |
| All | +32.4% | +31.6% | +0.8% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling