+349.8%
WELL vs XYZ
+610.4%
-260.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -0.2% | -4.3% | +4.1% | +0.3% |
| 30D | +2.3% | +1.2% | +1.1% | +2.0% |
| 3M | +12.3% | +14.6% | -2.4% | +9.9% |
| 6M | +15.6% | +22.6% | -7.0% | +11.5% |
| YTD | +28.3% | +21.7% | +6.6% | +23.1% |
| 1Y | +41.9% | +6.7% | +35.2% | +38.1% |
| 3Y | +198.3% | +46.8% | +151.5% | +163.7% |
| 5Y | +206.4% | -68.0% | +274.5% | +228.8% |
| All | +349.8% | +610.4% | -260.6% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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