+209.7%
WELL vs S
+16.9%
+192.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | -0.8% | -7.7% | +6.9% | -0.6% |
| 30D | -0.1% | -5.3% | +5.3% | 0.0% |
| 3M | +18.0% | +20.3% | -2.2% | +17.3% |
| 6M | +15.0% | +47.4% | -32.4% | +13.2% |
| YTD | +28.6% | +32.5% | -3.9% | +27.1% |
| 1Y | +42.9% | +9.5% | +33.4% | +42.5% |
| All | +209.7% | +16.9% | +192.7% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling