+443.3%
WELL vs SYY
+86.6%
+356.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.5% |
| 7D | +0.1% | +1.3% | -1.2% | -0.7% |
| 30D | +6.8% | -3.5% | +10.3% | +8.4% |
| 3M | +6.7% | -9.3% | +16.1% | +12.1% |
| 6M | +13.8% | +5.9% | +7.9% | +9.0% |
| YTD | +33.8% | +6.5% | +27.4% | +24.5% |
| 1Y | +29.6% | +4.0% | +25.6% | +22.2% |
| 3Y | +203.1% | +23.0% | +180.1% | +148.3% |
| 5Y | +223.8% | +14.3% | +209.5% | +167.0% |
| All | +443.3% | +86.6% | +356.7% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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