+55.3%
BE vs WELL
+37.3%
+18.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.8% | -9.2% | -5.9% |
| 7D | -12.1% | +9.2% | -21.3% | -11.1% |
| 30D | -30.1% | +10.6% | -40.7% | -29.7% |
| 3M | -12.1% | +7.5% | -19.6% | -11.6% |
| 6M | -30.6% | +15.0% | -45.6% | -31.9% |
| YTD | +130.6% | +35.0% | +95.6% | +100.4% |
| 1Y | +55.3% | +36.5% | +18.8% | +23.1% |
| All | +55.3% | +37.3% | +18.0% | +23.1% |
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