+206.5%
WELL vs XYZ
-68.7%
+275.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -2.2% | -5.2% | +2.9% | -1.8% |
| 30D | +4.7% | 0.0% | +4.7% | +4.6% |
| 3M | +11.9% | +18.7% | -6.7% | +10.2% |
| 6M | +14.3% | +20.5% | -6.2% | +12.0% |
| YTD | +28.4% | +21.5% | +6.9% | +25.2% |
| 1Y | +42.3% | +7.2% | +35.1% | +40.1% |
| 3Y | +202.6% | +49.0% | +153.6% | +177.8% |
| 5Y | +206.5% | -68.1% | +274.6% | +193.8% |
| All | +206.5% | -68.7% | +275.3% | +193.8% |
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