+7,857.2%
WELL vs SIRI
-8.5%
+7,865.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | +0.1% | -1.7% | +1.8% | +0.2% |
| 30D | +5.7% | +21.1% | -15.5% | +4.8% |
| 3M | +4.6% | +14.7% | -10.1% | +4.0% |
| 6M | +11.9% | +22.9% | -11.1% | +10.8% |
| YTD | +33.6% | +65.7% | -32.2% | +30.5% |
| 1Y | +29.8% | +53.5% | -23.7% | +27.1% |
| 3Y | +202.2% | -23.0% | +225.2% | +202.1% |
| 5Y | +223.2% | -41.5% | +264.7% | +224.6% |
| 10Y | +461.7% | -7.4% | +469.1% | +455.9% |
| All | +7,857.2% | -8.5% | +7,865.7% | +6,848.1% |
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