+204.5%
WELL vs SYY
+25.4%
+179.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.5% |
| 7D | -1.3% | -2.8% | +1.4% | -0.8% |
| 30D | +0.5% | -5.3% | +5.8% | +1.6% |
| 3M | +19.1% | +5.1% | +14.0% | +18.0% |
| 6M | +17.0% | -5.0% | +22.0% | +17.8% |
| YTD | +29.2% | +10.7% | +18.5% | +25.6% |
| 1Y | +42.1% | +0.7% | +41.5% | +41.3% |
| 3Y | +204.5% | +24.0% | +180.5% | +183.2% |
| All | +204.5% | +25.4% | +179.1% | +183.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling