+25,809.4%
AVGO vs WELL
+1,070.2%
+24,739.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -9.9% | +4.4% | -14.4% | -11.2% |
| 30D | -22.0% | +10.8% | -32.8% | -24.9% |
| 3M | -30.0% | +4.2% | -34.3% | -31.3% |
| 6M | -30.7% | +14.0% | -44.7% | -34.7% |
| YTD | -14.7% | +33.4% | -48.1% | -24.2% |
| 1Y | -16.8% | +32.4% | -49.2% | -26.0% |
| 3Y | +244.4% | +194.7% | +49.7% | +124.4% |
| 5Y | +474.0% | +226.5% | +247.6% | +254.6% |
| 10Y | +2,122.6% | +429.8% | +1,692.7% | +906.7% |
| All | +25,809.4% | +1,070.2% | +24,739.2% | +7,029.9% |
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