+32.4%
WELL vs STT
+44.2%
-11.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +4.4% | -2.5% | +6.9% | +4.4% |
| 30D | +10.8% | -5.0% | +15.8% | +10.6% |
| 3M | +4.2% | -10.5% | +14.7% | +3.9% |
| 6M | +14.0% | +10.0% | +4.0% | +15.6% |
| YTD | +33.4% | +30.7% | +2.7% | +37.2% |
| 1Y | +32.4% | +43.8% | -11.4% | +38.0% |
| All | +32.4% | +44.2% | -11.8% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling