+42.4%
WELL vs WCN
-8.4%
+50.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -1.1% | -1.7% | +0.6% | -0.7% |
| 30D | +0.7% | -3.0% | +3.7% | +1.5% |
| 3M | +14.5% | +2.5% | +12.0% | +13.8% |
| 6M | +14.4% | -5.7% | +20.1% | +14.5% |
| YTD | +28.5% | -7.4% | +35.9% | +29.7% |
| All | +42.4% | -8.4% | +50.8% | +44.8% |
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