+198.3%
WELL vs WY
-24.8%
+223.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.1% |
| 7D | -0.2% | -4.2% | +3.9% | +0.8% |
| 30D | +2.3% | -10.1% | +12.4% | +4.9% |
| 3M | +12.3% | -8.5% | +20.8% | +14.5% |
| 6M | +15.6% | -3.3% | +18.9% | +16.2% |
| YTD | +28.3% | -4.4% | +32.7% | +29.1% |
| 1Y | +41.9% | -11.5% | +53.4% | +45.8% |
| 3Y | +198.3% | -24.3% | +222.7% | +226.1% |
| All | +198.3% | -24.8% | +223.1% | +226.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling