+112.4%
C vs WELL
+225.4%
-113.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.2% |
| 7D | +4.7% | +0.1% | +4.6% | +4.7% |
| 30D | +0.2% | +6.8% | -6.6% | -1.9% |
| 3M | -9.3% | +6.7% | -16.1% | -11.2% |
| 6M | -0.8% | +13.8% | -14.7% | -5.3% |
| YTD | +8.5% | +33.8% | -25.3% | -2.7% |
| 1Y | +23.1% | +29.6% | -6.5% | +11.5% |
| 3Y | +220.8% | +203.1% | +17.7% | +103.7% |
| 5Y | +112.4% | +223.8% | -111.4% | +30.1% |
| All | +112.4% | +225.4% | -113.0% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling