+97,349.8%
ASML vs WELL
+7,460.7%
+89,889.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.1% | +6.2% | +5.0% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | +2.2% | -0.1% | +2.3% | +2.0% |
| 3M | -2.3% | +18.0% | -20.3% | -9.5% |
| 6M | +23.0% | +15.0% | +8.0% | +14.8% |
| YTD | +61.1% | +28.6% | +32.4% | +43.6% |
| 1Y | +129.1% | +42.9% | +86.2% | +95.1% |
| 3Y | +165.4% | +203.0% | -37.7% | +63.0% |
| 5Y | +109.5% | +206.9% | -97.4% | +26.1% |
| 10Y | +1,645.7% | +339.5% | +1,306.2% | +693.4% |
| All | +97,349.8% | +7,460.7% | +89,889.0% | +14,266.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling