+208.8%
WELL vs WY
-20.4%
+229.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.4% |
| 7D | -1.1% | -1.7% | +0.6% | -0.6% |
| 30D | +0.7% | -9.9% | +10.6% | +4.4% |
| 3M | +14.5% | -7.5% | +22.0% | +17.2% |
| 6M | +14.4% | -5.1% | +19.5% | +15.8% |
| YTD | +28.5% | -2.1% | +30.6% | +28.2% |
| 1Y | +41.8% | -7.3% | +49.1% | +44.1% |
| 3Y | +202.8% | -22.6% | +225.5% | +224.1% |
| 5Y | +208.8% | -19.8% | +228.6% | +230.1% |
| All | +208.8% | -20.4% | +229.2% | +230.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling