+15.8%
BABA vs WELL
+451.0%
-435.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.7% | -3.9% |
| 7D | +3.8% | +3.5% | +0.3% | +3.3% |
| 30D | -5.4% | +9.7% | -15.1% | -6.8% |
| 3M | -17.9% | +4.8% | -22.7% | -18.6% |
| 6M | -24.1% | +16.1% | -40.1% | -26.1% |
| YTD | -27.4% | +34.7% | -62.1% | -31.1% |
| 1Y | -36.1% | +31.9% | -68.0% | -39.2% |
| 3Y | +35.4% | +209.9% | -174.5% | +11.1% |
| 5Y | -30.1% | +226.5% | -256.6% | -43.7% |
| 10Y | +15.8% | +455.3% | -439.4% | -18.4% |
| All | +15.8% | +451.0% | -435.1% | -18.4% |
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