+349.9%
WELL vs WCN
+235.2%
+114.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.6% |
| 7D | -2.2% | -4.4% | +2.2% | +0.5% |
| 30D | +4.7% | -4.4% | +9.1% | +7.5% |
| 3M | +11.9% | +0.5% | +11.5% | +11.3% |
| 6M | +14.3% | -3.3% | +17.6% | +15.9% |
| YTD | +28.4% | -8.5% | +36.8% | +33.8% |
| 1Y | +42.3% | -8.9% | +51.2% | +48.3% |
| 3Y | +202.6% | +18.0% | +184.5% | +161.8% |
| 5Y | +206.5% | +25.0% | +181.5% | +148.6% |
| All | +349.9% | +235.2% | +114.7% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling