+199.6%
ARM vs WELL
+211.1%
-11.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.6% |
| 7D | +9.1% | +0.1% | +9.0% | +9.1% |
| 30D | -19.9% | +5.7% | -25.6% | -19.9% |
| 3M | -31.6% | +4.6% | -36.3% | -31.5% |
| 6M | -13.9% | +11.9% | -25.7% | -13.7% |
| YTD | +74.3% | +33.6% | +40.7% | +64.5% |
| 1Y | +35.8% | +29.8% | +6.0% | +29.3% |
| 3Y | +268.6% | +202.2% | +66.4% | +132.3% |
| All | +199.6% | +211.1% | -11.5% | +85.2% |
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