+225.8%
WELL vs WCC
+117.0%
+108.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.3% | -0.4% |
| 7D | +4.4% | -14.7% | +19.1% | +6.1% |
| 30D | +10.8% | -20.1% | +30.9% | +13.2% |
| 3M | +4.2% | -21.2% | +25.4% | +6.5% |
| 6M | +14.0% | -19.2% | +33.2% | +15.7% |
| YTD | +33.4% | +20.2% | +13.2% | +27.6% |
| 1Y | +32.4% | +14.5% | +18.0% | +27.3% |
| 3Y | +194.7% | +115.1% | +79.6% | +142.7% |
| All | +225.8% | +117.0% | +108.9% | +159.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling