+212.9%
WELL vs SPG
+102.5%
+110.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.6% |
| 7D | -0.8% | -2.4% | +1.6% | +0.3% |
| 30D | -0.1% | -6.8% | +6.8% | +3.2% |
| 3M | +18.0% | +2.7% | +15.4% | +16.7% |
| 6M | +15.0% | +5.5% | +9.5% | +12.2% |
| YTD | +28.6% | +15.7% | +12.9% | +20.3% |
| 1Y | +42.9% | +20.9% | +22.1% | +31.0% |
| 3Y | +203.0% | +112.4% | +90.6% | +108.2% |
| All | +212.9% | +102.5% | +110.3% | +122.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling