+803.7%
B vs WELL
+18,826.3%
-18,022.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.4% |
| 6M | -3.5% | +15.0% | -18.5% | -5.6% |
| YTD | +4.5% | +28.6% | -24.2% | +0.6% |
| 1Y | +67.8% | +42.9% | +24.9% | +59.0% |
| 3Y | +196.7% | +203.0% | -6.3% | +153.8% |
| 5Y | +151.9% | +206.9% | -55.0% | +113.7% |
| 10Y | +202.2% | +339.5% | -137.3% | +136.8% |
| All | +803.7% | +18,826.3% | -18,022.5% | +637.8% |
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