+198.5%
WELL vs SIRI
-23.3%
+221.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.1% |
| 7D | -2.2% | -3.0% | +0.8% | -2.1% |
| 30D | +4.7% | +1.3% | +3.4% | +4.6% |
| 3M | +11.9% | +5.6% | +6.3% | +11.6% |
| 6M | +14.3% | +35.1% | -20.8% | +12.0% |
| YTD | +28.4% | +49.0% | -20.7% | +24.8% |
| 1Y | +42.3% | +26.8% | +15.5% | +39.7% |
| All | +198.5% | -23.3% | +221.8% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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