+144.1%
WMB vs WELL
+204.6%
-60.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.8% |
| 7D | +0.6% | -0.8% | +1.4% | +0.8% |
| 30D | +3.3% | -0.1% | +3.3% | +3.2% |
| 3M | +3.1% | +18.0% | -14.9% | -2.9% |
| 6M | -0.7% | +15.0% | -15.7% | -5.9% |
| YTD | +25.2% | +28.6% | -3.4% | +13.7% |
| 1Y | +32.9% | +42.9% | -10.1% | +15.6% |
| All | +144.1% | +204.6% | -60.5% | +77.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling