+6,606.2%
AXP vs WELL
+19,568.3%
-12,962.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.8% |
| 7D | +0.4% | +5.3% | -4.9% | -2.1% |
| 30D | +7.0% | +8.7% | -1.7% | +2.5% |
| 3M | -6.6% | +3.8% | -10.4% | -8.7% |
| 6M | +3.5% | +15.4% | -11.9% | -4.8% |
| YTD | -11.2% | +33.7% | -44.8% | -24.7% |
| 1Y | -10.2% | +33.6% | -43.8% | -24.1% |
| 3Y | +120.0% | +194.2% | -74.2% | +21.6% |
| 5Y | +95.6% | +227.0% | -131.5% | +0.6% |
| 10Y | +468.1% | +430.7% | +37.4% | +107.4% |
| All | +6,606.2% | +19,568.3% | -12,962.1% | +833.7% |
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