+18,665.9%
WELL vs SYY
+4,458.5%
+14,207.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.6% |
| 7D | -0.8% | -2.3% | +1.5% | 0.0% |
| 30D | -0.1% | -4.9% | +4.9% | +1.7% |
| 3M | +18.0% | +8.4% | +9.6% | +14.6% |
| 6M | +15.0% | -7.4% | +22.3% | +17.3% |
| YTD | +28.6% | +11.0% | +17.6% | +22.3% |
| 1Y | +42.9% | -0.2% | +43.1% | +41.1% |
| 3Y | +203.0% | +23.8% | +179.2% | +172.8% |
| 5Y | +206.9% | +18.1% | +188.7% | +177.1% |
| 10Y | +339.5% | +94.6% | +244.9% | +235.0% |
| All | +18,665.9% | +4,458.5% | +14,207.3% | +8,921.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling