+19,391.6%
WELL vs WY
+612.4%
+18,779.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.8% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | +5.7% | +10.1% | -4.4% | +2.1% |
| 3M | +4.6% | -15.4% | +20.0% | +10.3% |
| 6M | +11.9% | -8.3% | +20.2% | +14.3% |
| YTD | +33.6% | -9.8% | +43.4% | +36.7% |
| 1Y | +29.8% | -3.9% | +33.7% | +29.7% |
| 3Y | +202.2% | -23.3% | +225.5% | +220.4% |
| 5Y | +223.2% | -31.2% | +254.4% | +253.2% |
| 10Y | +461.7% | +5.5% | +456.2% | +421.4% |
| All | +19,391.6% | +612.4% | +18,779.1% | +12,445.1% |
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 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