+31,416.6%
AVGO vs WELL
+1,028.0%
+30,388.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.9% |
| 7D | -3.0% | -0.8% | -2.2% | -2.7% |
| 30D | -14.4% | -0.1% | -14.4% | -14.5% |
| 3M | -14.4% | +18.0% | -32.5% | -20.0% |
| 6M | +13.1% | +15.0% | -1.9% | +6.2% |
| YTD | +3.8% | +28.6% | -24.8% | -6.4% |
| 1Y | +17.8% | +42.9% | -25.1% | +1.8% |
| 3Y | +325.3% | +203.0% | +122.2% | +174.4% |
| 5Y | +689.9% | +206.9% | +483.0% | +398.8% |
| 10Y | +2,597.0% | +339.5% | +2,257.5% | +1,214.9% |
| All | +31,416.6% | +1,028.0% | +30,388.6% | +8,708.9% |
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