+332.6%
WELL vs SW
+147.8%
+184.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.3% | -2.1% |
| 7D | -0.8% | -5.1% | +4.3% | -0.6% |
| 30D | -0.1% | -4.6% | +4.5% | +0.1% |
| 3M | +18.0% | +9.4% | +8.6% | +17.4% |
| 6M | +15.0% | +3.5% | +11.5% | +14.5% |
| YTD | +28.6% | +22.0% | +6.6% | +27.0% |
| 1Y | +42.9% | +2.2% | +40.7% | +42.2% |
| 3Y | +203.0% | +19.6% | +183.4% | +196.9% |
| 5Y | +206.9% | -2.3% | +209.2% | +200.0% |
| All | +332.6% | +147.8% | +184.8% | +298.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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