+208.8%
WELL vs SYY
+22.4%
+186.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -1.2% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | +0.7% | -2.7% | +3.5% | +1.5% |
| 3M | +14.5% | +5.9% | +8.6% | +12.6% |
| 6M | +14.4% | -2.3% | +16.7% | +14.6% |
| YTD | +28.5% | +13.1% | +15.4% | +22.5% |
| 1Y | +41.8% | +3.8% | +38.0% | +38.9% |
| 3Y | +202.8% | +26.7% | +176.1% | +172.0% |
| 5Y | +208.8% | +19.4% | +189.4% | +172.1% |
| All | +208.8% | +22.4% | +186.4% | +172.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling