+95.6%
AXP vs WELL
+233.6%
-138.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | +0.4% | +5.3% | -4.9% | -1.4% |
| 30D | +7.0% | +8.7% | -1.7% | +3.8% |
| 3M | -6.6% | +3.8% | -10.4% | -8.0% |
| 6M | +3.5% | +15.4% | -11.9% | -2.6% |
| YTD | -11.2% | +33.7% | -44.8% | -21.8% |
| 1Y | -10.2% | +33.6% | -43.8% | -21.1% |
| 3Y | +120.0% | +194.2% | -74.2% | +29.3% |
| 5Y | +95.6% | +227.0% | -131.5% | +7.1% |
| All | +95.6% | +233.6% | -138.0% | +7.1% |
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 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