+349.9%
WELL vs SPMO
+514.3%
-164.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | +0.9% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +4.7% | -0.7% | +5.4% | +4.9% |
| 3M | +11.9% | +2.8% | +9.1% | +8.5% |
| 6M | +14.3% | +24.4% | -10.1% | -1.9% |
| YTD | +28.4% | +24.2% | +4.2% | +10.2% |
| 1Y | +42.3% | +24.5% | +17.8% | +21.5% |
| 3Y | +202.6% | +155.6% | +47.0% | +55.4% |
| 5Y | +206.5% | +148.2% | +58.3% | +59.2% |
| All | +349.9% | +514.3% | -164.4% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling