+190.2%
B vs WELL
+332.8%
-142.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.2% | -1.9% |
| 7D | -1.6% | -0.8% | -0.8% | -1.5% |
| 30D | +9.4% | -0.1% | +9.5% | +9.5% |
| 3M | +5.0% | +18.0% | -13.0% | +2.1% |
| 6M | -3.5% | +15.0% | -18.5% | -5.9% |
| YTD | +4.5% | +28.6% | -24.2% | 0.0% |
| 1Y | +67.8% | +42.9% | +24.9% | +57.7% |
| 3Y | +196.7% | +203.0% | -6.3% | +148.7% |
| 5Y | +151.9% | +206.9% | -55.0% | +108.4% |
| All | +190.2% | +332.8% | -142.6% | +174.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling