+206.8%
WELL vs SIRI
-43.2%
+250.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -1.1% | -3.9% | +2.8% | -0.8% |
| 30D | +0.7% | -0.8% | +1.6% | +0.8% |
| 3M | +14.5% | +4.3% | +10.2% | +14.0% |
| 6M | +14.4% | +34.1% | -19.6% | +11.2% |
| YTD | +28.5% | +47.3% | -18.8% | +23.6% |
| 1Y | +41.8% | +22.9% | +18.9% | +38.5% |
| 3Y | +202.8% | -24.6% | +227.4% | +204.6% |
| All | +206.8% | -43.2% | +250.0% | +218.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling