+85,040.9%
ASML vs WELL
+7,839.1%
+77,201.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.4% | -4.7% |
| 7D | -10.0% | +9.2% | -19.2% | -13.1% |
| 30D | -19.4% | +10.6% | -30.1% | -22.9% |
| 3M | -12.5% | +7.5% | -20.0% | -15.5% |
| 6M | +8.2% | +15.0% | -6.8% | +0.8% |
| YTD | +40.7% | +35.0% | +5.7% | +22.5% |
| 1Y | +46.1% | +36.5% | +9.6% | +26.4% |
| 3Y | +138.5% | +197.3% | -58.8% | +47.3% |
| 5Y | +84.2% | +247.4% | -163.2% | +5.3% |
| 10Y | +1,505.1% | +436.3% | +1,068.9% | +565.3% |
| All | +85,040.9% | +7,839.1% | +77,201.8% | +12,161.6% |
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