+349.9%
WELL vs WY
+7.2%
+342.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +1.3% |
| 7D | -2.2% | -3.7% | +1.4% | -0.4% |
| 30D | +4.7% | -11.3% | +16.0% | +11.1% |
| 3M | +11.9% | -8.1% | +20.1% | +16.1% |
| 6M | +14.3% | -7.4% | +21.7% | +17.6% |
| YTD | +28.4% | -4.7% | +33.1% | +29.4% |
| 1Y | +42.3% | -9.2% | +51.5% | +46.3% |
| 3Y | +202.6% | -24.7% | +227.3% | +233.3% |
| 5Y | +206.5% | -21.6% | +228.1% | +219.9% |
| All | +349.9% | +7.2% | +342.7% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling