+4,562.8%
WELL vs WCN
+6,839.3%
-2,276.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | -0.8% | -0.6% | -0.2% | -0.6% |
| 30D | -0.1% | +0.4% | -0.5% | -0.2% |
| 3M | +18.0% | +7.3% | +10.7% | +15.9% |
| 6M | +15.0% | -2.5% | +17.5% | +15.5% |
| YTD | +28.6% | -5.4% | +34.0% | +29.9% |
| 1Y | +42.9% | -8.5% | +51.4% | +45.5% |
| 3Y | +203.0% | +20.8% | +182.2% | +187.2% |
| 5Y | +206.9% | +30.0% | +176.9% | +184.6% |
| 10Y | +339.5% | +238.4% | +101.1% | +234.6% |
| All | +4,562.8% | +6,839.3% | -2,276.5% | +2,343.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling