+225.8%
WELL vs SPG
+74.6%
+151.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.6% |
| 7D | +4.4% | +4.9% | -0.5% | +2.1% |
| 30D | +10.8% | +15.6% | -4.8% | +3.6% |
| 3M | +4.2% | +4.1% | +0.1% | +2.2% |
| 6M | +14.0% | +13.6% | +0.4% | +7.4% |
| YTD | +33.4% | +27.5% | +5.9% | +19.0% |
| 1Y | +32.4% | +32.2% | +0.2% | +16.1% |
| 3Y | +194.7% | +126.0% | +68.7% | +94.4% |
| All | +225.8% | +74.6% | +151.2% | +146.5% |
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