+35.8%
ARM vs WELL
+31.1%
+4.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -0.1% | +12.2% | +12.0% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | -20.3% | +7.8% | -28.1% | -16.1% |
| 3M | -24.4% | +10.2% | -34.6% | -19.1% |
| 6M | -4.4% | +16.4% | -20.7% | +9.4% |
| YTD | +86.0% | +35.2% | +50.9% | +107.2% |
| 1Y | +35.8% | +30.5% | +5.4% | +52.4% |
| All | +35.8% | +31.1% | +4.7% | +52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling