+2,603.9%
WELL vs SNY
+241.9%
+2,362.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | -0.2% | -3.3% | +3.1% | +0.9% |
| 30D | +2.3% | -2.2% | +4.5% | +3.0% |
| 3M | +12.3% | -3.0% | +15.3% | +13.2% |
| 6M | +15.6% | +2.7% | +12.8% | +14.2% |
| YTD | +28.3% | -6.8% | +35.2% | +30.6% |
| 1Y | +41.9% | -5.3% | +47.2% | +43.2% |
| 3Y | +198.3% | -9.8% | +208.1% | +197.7% |
| 5Y | +206.4% | +9.7% | +196.7% | +179.5% |
| 10Y | +356.0% | +64.5% | +291.5% | +251.1% |
| All | +2,603.9% | +241.9% | +2,362.0% | +1,397.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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