+643.8%
AMZN vs WELL
+464.2%
+179.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +2.8% | +0.1% | +2.6% | +2.8% |
| 30D | +3.4% | +6.8% | -3.4% | +2.4% |
| 3M | +0.1% | +6.7% | -6.7% | -1.0% |
| 6M | +0.6% | +13.8% | -13.2% | -1.7% |
| YTD | +15.9% | +33.8% | -18.0% | +10.1% |
| 1Y | +9.5% | +29.6% | -20.1% | +4.6% |
| 3Y | +86.3% | +203.1% | -116.8% | +52.6% |
| 5Y | +51.7% | +223.8% | -172.1% | +22.0% |
| All | +643.8% | +464.2% | +179.6% | +462.5% |
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