+42.1%
WELL vs W
+11.1%
+31.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.5% |
| 7D | -1.3% | +6.5% | -7.8% | -1.2% |
| 30D | +0.5% | -6.2% | +6.7% | +0.4% |
| 3M | +19.1% | +48.9% | -29.8% | +19.6% |
| 6M | +17.0% | +31.2% | -14.2% | +17.3% |
| YTD | +29.2% | -0.4% | +29.6% | +29.8% |
| 1Y | +42.1% | +14.8% | +27.3% | +41.4% |
| All | +42.1% | +11.1% | +31.1% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling