+1,534.9%
ASML vs WELL
+459.5%
+1,075.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.5% |
| 7D | -2.9% | +3.0% | -5.9% | -3.6% |
| 30D | -15.2% | +10.2% | -25.4% | -17.6% |
| 3M | -12.9% | +6.1% | -19.0% | -14.6% |
| 6M | -5.0% | +16.6% | -21.7% | -10.0% |
| YTD | +41.8% | +35.3% | +6.5% | +28.2% |
| 1Y | +46.0% | +31.5% | +14.6% | +33.0% |
| 3Y | +133.5% | +206.5% | -73.0% | +61.0% |
| 5Y | +93.0% | +222.0% | -129.0% | +29.5% |
| 10Y | +1,534.9% | +473.8% | +1,061.1% | +770.2% |
| All | +1,534.9% | +459.5% | +1,075.4% | +770.2% |
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 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