+718.9%
AVGO vs WELL
+215.5%
+503.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.9% |
| 7D | -0.3% | -1.3% | +1.0% | 0.0% |
| 30D | -13.8% | +0.5% | -14.4% | -14.0% |
| 3M | -6.9% | +19.1% | -26.0% | -11.3% |
| 6M | +11.9% | +17.0% | -5.0% | +6.6% |
| YTD | +6.9% | +29.2% | -22.3% | -1.3% |
| 1Y | +7.4% | +42.1% | -34.7% | -4.1% |
| 3Y | +345.6% | +204.5% | +141.0% | +198.0% |
| 5Y | +718.9% | +211.0% | +507.9% | +433.3% |
| All | +718.9% | +215.5% | +503.4% | +433.3% |
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