+4,746.3%
WELL vs WCC
+1,536.7%
+3,209.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +3.0% | -9.9% | +13.0% | +4.9% |
| 30D | +10.2% | -13.4% | +23.6% | +12.8% |
| 3M | +6.1% | -13.5% | +19.6% | +8.2% |
| 6M | +16.6% | -10.6% | +27.2% | +17.1% |
| YTD | +35.3% | +30.1% | +5.2% | +24.5% |
| 1Y | +31.5% | +22.3% | +9.1% | +22.3% |
| 3Y | +206.5% | +130.3% | +76.2% | +136.1% |
| 5Y | +222.0% | +144.5% | +77.4% | +135.5% |
| 10Y | +473.8% | +431.8% | +42.0% | +223.7% |
| All | +4,746.3% | +1,536.7% | +3,209.5% | +1,917.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling