+18,665.9%
WELL vs TROW
+14,446.5%
+4,219.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.8% |
| 7D | -0.8% | -1.3% | +0.5% | -0.5% |
| 30D | -0.1% | -4.5% | +4.4% | +1.1% |
| 3M | +18.0% | +3.9% | +14.2% | +16.5% |
| 6M | +15.0% | +22.6% | -7.6% | +8.4% |
| YTD | +28.6% | +10.1% | +18.5% | +24.4% |
| 1Y | +42.9% | +3.6% | +39.3% | +40.2% |
| 3Y | +203.0% | +12.4% | +190.6% | +185.5% |
| 5Y | +206.9% | -37.5% | +244.4% | +231.4% |
| 10Y | +339.5% | +130.0% | +209.5% | +233.0% |
| All | +18,665.9% | +14,446.5% | +4,219.4% | +8,067.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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