+194.7%
WELL vs Z
-21.1%
+215.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | -0.1% |
| 7D | +4.4% | -4.6% | +9.0% | +4.6% |
| 30D | +10.8% | +8.3% | +2.5% | +10.4% |
| 3M | +4.2% | -11.6% | +15.8% | +4.6% |
| 6M | +14.0% | -33.6% | +47.6% | +15.9% |
| YTD | +33.4% | -56.7% | +90.1% | +39.0% |
| 1Y | +32.4% | -59.1% | +91.5% | +38.4% |
| 3Y | +194.7% | -20.4% | +215.1% | +188.4% |
| All | +194.7% | -21.1% | +215.8% | +188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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