+15.0%
WELL vs XYZ
+30.8%
-15.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -2.1% |
| 7D | -0.8% | -1.0% | +0.2% | -0.8% |
| 30D | -0.1% | -1.7% | +1.6% | -0.2% |
| 3M | +18.0% | +16.7% | +1.3% | +20.5% |
| 6M | +15.0% | +26.9% | -11.9% | +16.6% |
| All | +15.0% | +30.8% | -15.8% | +16.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling