+247.4%
WELL vs SW
-0.1%
+247.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.1% | -1.2% | +2.6% |
| 7D | +9.2% | +12.1% | -2.9% | +8.4% |
| 30D | +10.6% | +6.6% | +4.1% | +10.2% |
| 3M | +7.5% | -6.0% | +13.5% | +7.8% |
| 6M | +15.0% | +21.5% | -6.4% | +13.4% |
| YTD | +35.0% | +20.3% | +14.7% | +33.0% |
| 1Y | +36.5% | +28.1% | +8.4% | +33.9% |
| 3Y | +197.3% | +51.6% | +145.7% | +186.2% |
| 5Y | +247.4% | -0.1% | +247.5% | +229.6% |
| All | +247.4% | -0.1% | +247.5% | +229.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling