+108.4%
B vs WELL
+225.4%
-117.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.8% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -6.6% | +6.8% | -13.4% | -8.6% |
| 3M | -7.9% | +6.7% | -14.6% | -9.9% |
| 6M | -16.8% | +13.8% | -30.6% | -20.5% |
| YTD | -11.7% | +33.8% | -45.5% | -20.4% |
| 1Y | +3.5% | +29.6% | -26.1% | -5.8% |
| 3Y | +165.7% | +203.1% | -37.4% | +77.7% |
| 5Y | +108.4% | +223.8% | -115.4% | +30.6% |
| All | +108.4% | +225.4% | -117.0% | +30.6% |
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