+194.7%
WELL vs WWD
+145.1%
+49.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.4% | -3.6% | -0.6% |
| 7D | +4.4% | +4.2% | +0.3% | +3.9% |
| 30D | +10.8% | -2.1% | +12.9% | +10.9% |
| 3M | +4.2% | -13.2% | +17.4% | +5.8% |
| 6M | +14.0% | -16.9% | +30.9% | +16.0% |
| YTD | +33.4% | +5.2% | +28.2% | +30.9% |
| 1Y | +32.4% | +20.6% | +11.8% | +27.0% |
| 3Y | +194.7% | +146.3% | +48.4% | +139.0% |
| All | +194.7% | +145.1% | +49.7% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling