+18,665.9%
WELL vs WY
+688.1%
+17,977.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.3% |
| 7D | -0.8% | -1.7% | +0.9% | -0.2% |
| 30D | -0.1% | -10.1% | +10.0% | +3.6% |
| 3M | +18.0% | -5.1% | +23.2% | +19.7% |
| 6M | +15.0% | -4.8% | +19.8% | +16.3% |
| YTD | +28.6% | -0.2% | +28.8% | +27.6% |
| 1Y | +42.9% | -6.6% | +49.5% | +44.5% |
| 3Y | +203.0% | -22.7% | +225.8% | +221.9% |
| 5Y | +206.9% | -22.2% | +229.1% | +221.7% |
| 10Y | +339.5% | +7.3% | +332.2% | +304.8% |
| All | +18,665.9% | +688.1% | +17,977.8% | +11,607.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling