+9.0%
AVGO vs WELL
+41.6%
-32.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -1.3% |
| 7D | -0.8% | -1.1% | +0.3% | -1.1% |
| 30D | -13.7% | +0.7% | -14.5% | -13.5% |
| 3M | -6.9% | +14.5% | -21.5% | -3.5% |
| 6M | +5.8% | +14.4% | -8.6% | +9.7% |
| YTD | +5.7% | +28.5% | -22.8% | +9.0% |
| 1Y | +9.0% | +41.8% | -32.7% | +17.1% |
| All | +9.0% | +41.6% | -32.6% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling