+4,666.7%
WMB vs WELL
+19,534.7%
-14,868.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -13.8% | +4.4% | -18.3% | -15.5% |
| 30D | -10.3% | +10.8% | -21.1% | -14.5% |
| 3M | -10.1% | +4.2% | -14.3% | -12.1% |
| 6M | -11.8% | +14.0% | -25.8% | -17.4% |
| YTD | +8.9% | +33.4% | -24.5% | -4.8% |
| 1Y | +14.0% | +32.4% | -18.4% | -0.3% |
| 3Y | +100.5% | +194.7% | -94.2% | +23.5% |
| 5Y | +179.5% | +226.5% | -47.0% | +61.1% |
| 10Y | +272.7% | +429.8% | -157.1% | +58.4% |
| All | +4,666.7% | +19,534.7% | -14,868.0% | +845.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling