+719.1%
B vs WELL
+19,534.7%
-18,815.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +9.6% | +4.4% | +5.2% | +9.0% |
| 30D | +3.5% | +10.8% | -7.3% | +2.0% |
| 3M | -1.6% | +4.2% | -5.8% | -2.2% |
| 6M | -1.7% | +14.0% | -15.7% | -3.7% |
| YTD | -5.3% | +33.4% | -38.7% | -9.4% |
| 1Y | +27.2% | +32.4% | -5.2% | +21.8% |
| 3Y | +166.1% | +194.7% | -28.6% | +128.3% |
| 5Y | +136.5% | +226.5% | -90.0% | +99.0% |
| 10Y | +172.2% | +429.8% | -257.6% | +107.8% |
| All | +719.1% | +19,534.7% | -18,815.6% | +564.8% |
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