+86.1%
AXP vs WELL
+221.0%
-134.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | +4.4% | +5.7% | -1.2% | +2.3% |
| 3M | -6.4% | +4.6% | -11.1% | -8.1% |
| 6M | +4.2% | +11.9% | -7.7% | -0.7% |
| YTD | -12.4% | +33.6% | -45.9% | -22.8% |
| 1Y | -11.1% | +29.8% | -40.9% | -20.9% |
| 3Y | +114.9% | +202.2% | -87.3% | +24.3% |
| All | +86.1% | +221.0% | -134.9% | +2.1% |
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