+211.0%
WELL vs SBAC
-43.9%
+254.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -1.3% | -0.1% | -1.3% | -1.3% |
| 30D | +0.5% | +3.2% | -2.7% | -0.5% |
| 3M | +19.1% | -5.1% | +24.1% | +20.6% |
| 6M | +17.0% | -2.1% | +19.1% | +16.5% |
| YTD | +29.2% | -0.5% | +29.7% | +27.7% |
| 1Y | +42.1% | +1.1% | +41.0% | +39.4% |
| 3Y | +204.5% | -7.4% | +212.0% | +201.9% |
| 5Y | +211.0% | -44.3% | +255.3% | +271.1% |
| All | +211.0% | -43.9% | +254.9% | +271.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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