-35.3%
BABA vs WELL
+37.3%
-72.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +5.0% |
| 7D | +4.3% | +9.2% | -4.9% | +4.6% |
| 30D | -5.0% | +10.6% | -15.6% | -4.5% |
| 3M | -18.4% | +7.5% | -25.9% | -18.1% |
| 6M | -20.3% | +15.0% | -35.3% | -19.9% |
| YTD | -27.5% | +35.0% | -62.6% | -25.1% |
| 1Y | -35.3% | +36.5% | -71.8% | -31.9% |
| All | -35.3% | +37.3% | -72.6% | -31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling