+29.6%
WELL vs WCN
+15.9%
+13.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | +0.1% | +1.2% | -1.0% | -0.2% |
| 30D | +6.8% | +26.4% | -19.7% | +0.2% |
| 3M | +6.7% | +17.5% | -10.8% | +2.1% |
| 6M | +13.8% | +28.7% | -14.9% | +6.6% |
| YTD | +33.8% | +11.5% | +22.3% | +28.5% |
| 1Y | +29.6% | +15.9% | +13.8% | +23.1% |
| All | +29.6% | +15.9% | +13.7% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling