+4,806.5%
WELL vs WCN
+7,961.2%
-3,154.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +3.0% | +2.6% | +0.4% | +2.4% |
| 30D | +10.2% | +25.3% | -15.1% | +3.8% |
| 3M | +6.1% | +15.2% | -9.1% | +2.1% |
| 6M | +16.6% | +26.4% | -9.8% | +9.5% |
| YTD | +35.3% | +9.9% | +25.4% | +31.3% |
| 1Y | +31.5% | +16.2% | +15.3% | +25.7% |
| 3Y | +206.5% | +49.4% | +157.1% | +174.9% |
| 5Y | +222.0% | +46.2% | +175.8% | +189.5% |
| 10Y | +473.8% | +305.7% | +168.1% | +317.0% |
| All | +4,806.5% | +7,961.2% | -3,154.7% | +2,369.4% |
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