+193.0%
ARM vs WELL
+213.7%
-20.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +6.7% |
| 7D | -5.3% | +3.5% | -8.8% | -5.3% |
| 30D | -30.0% | +9.7% | -39.7% | -30.0% |
| 3M | -34.1% | +4.8% | -38.9% | -34.0% |
| 6M | -12.6% | +16.1% | -28.7% | -13.2% |
| YTD | +70.4% | +34.7% | +35.7% | +60.9% |
| 1Y | +22.3% | +31.9% | -9.7% | +16.1% |
| 3Y | +261.2% | +209.9% | +51.3% | +125.1% |
| All | +193.0% | +213.7% | -20.7% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling