+356.5%
WELL vs WCC
+506.2%
-149.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -1.1% | +6.8% | -7.9% | -2.8% |
| 30D | +0.7% | -3.0% | +3.8% | +1.3% |
| 3M | +14.5% | +0.2% | +14.3% | +13.2% |
| 6M | +14.4% | +33.2% | -18.8% | +4.3% |
| YTD | +28.5% | +45.8% | -17.4% | +13.8% |
| 1Y | +41.8% | +68.4% | -26.6% | +19.9% |
| 3Y | +202.8% | +131.1% | +71.7% | +117.1% |
| 5Y | +208.8% | +225.6% | -16.8% | +84.0% |
| 10Y | +356.5% | +534.2% | -177.6% | +49.2% |
| All | +356.5% | +506.2% | -149.7% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WCC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling