+225.9%
WELL vs XYZ
-63.1%
+289.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.4% |
| 7D | +0.1% | -1.1% | +1.2% | +0.2% |
| 30D | +5.7% | +11.5% | -5.9% | +4.6% |
| 3M | +4.6% | +1.8% | +2.8% | +4.3% |
| 6M | +11.9% | +21.2% | -9.4% | +9.5% |
| YTD | +33.6% | +29.9% | +3.6% | +29.3% |
| 1Y | +29.8% | +35.8% | -6.0% | +24.9% |
| 3Y | +202.2% | +62.6% | +139.6% | +174.7% |
| All | +225.9% | -63.1% | +289.0% | +254.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling