+19,391.6%
WELL vs SYY
+4,321.8%
+15,069.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | +5.7% | -4.8% | +10.4% | +7.2% |
| 3M | +4.6% | -7.1% | +11.7% | +7.0% |
| 6M | +11.9% | +6.8% | +5.1% | +8.8% |
| YTD | +33.6% | +7.7% | +25.9% | +27.9% |
| 1Y | +29.8% | +5.7% | +24.1% | +25.0% |
| 3Y | +202.2% | +24.6% | +177.6% | +170.3% |
| 5Y | +223.2% | +15.6% | +207.6% | +193.2% |
| 10Y | +461.7% | +87.9% | +373.8% | +331.9% |
| All | +19,391.6% | +4,321.8% | +15,069.8% | +9,336.0% |
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