+212.9%
WELL vs WM
+52.1%
+160.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.5% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -0.1% | -2.4% | +2.3% | +0.9% |
| 3M | +18.0% | +0.4% | +17.6% | +17.8% |
| 6M | +15.0% | -9.5% | +24.5% | +19.7% |
| YTD | +28.6% | +0.5% | +28.1% | +27.5% |
| 1Y | +42.9% | -1.1% | +44.0% | +42.5% |
| 3Y | +203.0% | +46.0% | +157.0% | +153.7% |
| All | +212.9% | +52.1% | +160.7% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling