+259.9%
WMB vs WELL
+451.0%
-191.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.3% |
| 7D | -6.7% | +3.5% | -10.2% | -8.0% |
| 30D | -8.6% | +9.7% | -18.3% | -12.3% |
| 3M | -4.9% | +4.8% | -9.7% | -7.3% |
| 6M | -6.3% | +16.1% | -22.4% | -12.7% |
| YTD | +13.0% | +34.7% | -21.7% | -1.6% |
| 1Y | +14.9% | +31.9% | -17.0% | +0.9% |
| 3Y | +113.4% | +209.9% | -96.5% | +29.0% |
| 5Y | +190.2% | +226.5% | -36.4% | +67.8% |
| 10Y | +259.9% | +455.3% | -195.4% | +52.9% |
| All | +259.9% | +451.0% | -191.1% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 10y: compounded portfolio wealth divided by compounded WELL 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…
10y analysis · Full analysis span regression · 6 months rolling