+4,752.4%
WELL vs WCN
+8,078.4%
-3,326.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.4% |
| 3M | +6.7% | +17.5% | -10.8% | +2.2% |
| 6M | +13.8% | +28.7% | -14.9% | +6.4% |
| YTD | +33.8% | +11.5% | +22.3% | +29.4% |
| 1Y | +29.6% | +15.9% | +13.8% | +24.1% |
| 3Y | +203.1% | +51.6% | +151.5% | +170.8% |
| 5Y | +223.8% | +47.9% | +175.9% | +190.3% |
| 10Y | +462.8% | +322.5% | +140.3% | +305.4% |
| All | +4,752.4% | +8,078.4% | -3,326.0% | +2,332.9% |
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