+19,401.7%
WELL vs WM
+29,154.7%
-9,753.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.3% |
| 7D | +5.3% | +4.5% | +0.8% | +4.4% |
| 30D | +8.7% | +16.1% | -7.4% | +5.7% |
| 3M | +3.8% | +8.0% | -4.2% | +2.3% |
| 6M | +15.4% | +8.4% | +6.9% | +13.5% |
| YTD | +33.7% | +11.2% | +22.4% | +30.8% |
| 1Y | +33.6% | +22.3% | +11.3% | +28.4% |
| 3Y | +194.2% | +50.2% | +144.0% | +172.1% |
| 5Y | +227.0% | +63.3% | +163.7% | +197.5% |
| 10Y | +430.7% | +355.0% | +75.7% | +318.4% |
| All | +19,401.7% | +29,154.7% | -9,753.1% | +12,841.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling