+18,665.9%
WELL vs WM
+26,336.4%
-7,670.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.8% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -0.1% | -2.4% | +2.3% | +0.4% |
| 3M | +18.0% | +0.4% | +17.6% | +18.0% |
| 6M | +15.0% | -9.5% | +24.5% | +17.1% |
| YTD | +28.6% | +0.5% | +28.1% | +28.3% |
| 1Y | +42.9% | -1.1% | +44.0% | +42.9% |
| 3Y | +203.0% | +46.0% | +157.0% | +181.8% |
| 5Y | +206.9% | +51.8% | +155.1% | +183.1% |
| 10Y | +339.5% | +307.5% | +32.0% | +253.8% |
| All | +18,665.9% | +26,336.4% | -7,670.5% | +12,599.6% |
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