+211.0%
WELL vs WWD
+192.1%
+18.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.9% |
| 7D | -1.3% | +0.8% | -2.1% | -1.5% |
| 30D | +0.5% | -6.4% | +6.9% | +1.9% |
| 3M | +19.1% | -5.6% | +24.7% | +19.8% |
| 6M | +17.0% | -9.1% | +26.1% | +18.2% |
| YTD | +29.2% | +12.5% | +16.7% | +23.2% |
| 1Y | +42.1% | +41.3% | +0.8% | +26.7% |
| 3Y | +204.5% | +170.2% | +34.3% | +113.7% |
| 5Y | +211.0% | +192.5% | +18.5% | +105.2% |
| All | +211.0% | +192.1% | +18.9% | +105.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling