+208.8%
WELL vs SPMO
+149.2%
+59.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -1.1% | +2.7% | -3.8% | -1.9% |
| 30D | +0.7% | +1.1% | -0.3% | +0.4% |
| 3M | +14.5% | +2.0% | +12.5% | +12.7% |
| 6M | +14.4% | +26.5% | -12.1% | +2.9% |
| YTD | +28.5% | +26.5% | +1.9% | +15.4% |
| 1Y | +41.8% | +27.9% | +13.8% | +26.5% |
| 3Y | +202.8% | +160.4% | +42.4% | +80.3% |
| 5Y | +208.8% | +151.5% | +57.3% | +87.4% |
| All | +208.8% | +149.2% | +59.6% | +87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling