+42.1%
WELL vs SPG
+22.1%
+20.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | -0.2% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +0.5% | -4.9% | +5.5% | +3.2% |
| 3M | +19.1% | +3.3% | +15.8% | +17.2% |
| 6M | +17.0% | +11.2% | +5.8% | +11.8% |
| YTD | +29.2% | +17.1% | +12.1% | +21.0% |
| 1Y | +42.1% | +21.6% | +20.6% | +30.7% |
| All | +42.1% | +22.1% | +20.0% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling