+7,864.6%
WELL vs SPG
+5,256.9%
+2,607.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.5% |
| 7D | -0.8% | -2.4% | +1.6% | +0.5% |
| 30D | -0.1% | -6.8% | +6.8% | +3.9% |
| 3M | +18.0% | +2.7% | +15.4% | +16.3% |
| 6M | +15.0% | +5.5% | +9.5% | +11.5% |
| YTD | +28.6% | +15.7% | +12.9% | +18.3% |
| 1Y | +42.9% | +20.9% | +22.1% | +28.1% |
| 3Y | +203.0% | +112.4% | +90.6% | +93.3% |
| 5Y | +206.9% | +101.4% | +105.5% | +95.7% |
| 10Y | +339.5% | +60.6% | +278.8% | +183.1% |
| All | +7,864.6% | +5,256.9% | +2,607.7% | +1,345.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling