+202.2%
WELL vs SPMO
+124.5%
+77.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | +0.1% | +6.3% | -6.2% | -0.4% |
| 30D | +5.7% | -8.9% | +14.5% | +6.4% |
| 3M | +4.6% | -13.2% | +17.9% | +5.8% |
| 6M | +11.9% | -9.3% | +21.1% | +11.6% |
| YTD | +33.6% | +11.6% | +22.0% | +26.9% |
| 1Y | +29.8% | +13.4% | +16.4% | +22.8% |
| 3Y | +202.2% | +122.9% | +79.3% | +105.9% |
| All | +202.2% | +124.5% | +77.6% | +105.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling