+8,162.7%
WELL vs SPG
+5,805.1%
+2,357.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.6% |
| 7D | +4.4% | +4.9% | -0.5% | +1.7% |
| 30D | +10.8% | +15.6% | -4.8% | +2.3% |
| 3M | +4.2% | +4.1% | +0.1% | +1.9% |
| 6M | +14.0% | +13.6% | +0.4% | +6.1% |
| YTD | +33.4% | +27.5% | +5.9% | +16.2% |
| 1Y | +32.4% | +32.2% | +0.2% | +13.0% |
| 3Y | +194.7% | +126.0% | +68.7% | +81.7% |
| 5Y | +226.5% | +74.7% | +151.7% | +126.6% |
| 10Y | +429.8% | +112.8% | +317.0% | +192.6% |
| All | +8,162.7% | +5,805.1% | +2,357.6% | +1,320.2% |
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 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