+204.5%
WELL vs XYZ
+43.0%
+161.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +0.5% |
| 7D | -1.3% | +2.9% | -4.2% | -1.4% |
| 30D | +0.5% | +1.4% | -0.9% | +0.5% |
| 3M | +19.1% | +14.6% | +4.5% | +18.5% |
| 6M | +17.0% | +20.8% | -3.8% | +16.0% |
| YTD | +29.2% | +23.1% | +6.1% | +28.0% |
| 1Y | +42.1% | +5.6% | +36.5% | +42.0% |
| 3Y | +204.5% | +50.9% | +153.6% | +176.7% |
| All | +204.5% | +43.0% | +161.5% | +176.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling