+7,561.0%
WELL vs SIRI
-17.3%
+7,578.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -1.9% |
| 7D | -0.8% | +1.6% | -2.4% | -0.9% |
| 30D | -0.1% | -4.7% | +4.6% | +0.1% |
| 3M | +18.0% | +5.3% | +12.8% | +17.7% |
| 6M | +15.0% | +30.5% | -15.5% | +13.5% |
| YTD | +28.6% | +49.6% | -21.0% | +26.2% |
| 1Y | +42.9% | +28.5% | +14.4% | +41.1% |
| 3Y | +203.0% | -27.5% | +230.5% | +203.5% |
| 5Y | +206.9% | -44.7% | +251.5% | +209.0% |
| 10Y | +339.5% | -12.6% | +352.1% | +336.4% |
| All | +7,561.0% | -17.3% | +7,578.3% | +6,620.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling