+992.7%
C vs WELL
+19,568.3%
-18,575.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -4.0% | -4.5% |
| 7D | -5.3% | +5.3% | -10.6% | -8.0% |
| 30D | -7.3% | +8.7% | -16.0% | -11.8% |
| 3M | -13.5% | +3.8% | -17.3% | -15.6% |
| 6M | -6.5% | +15.4% | -21.8% | -15.1% |
| YTD | +3.6% | +33.7% | -30.0% | -14.2% |
| 1Y | +18.9% | +33.6% | -14.8% | -1.8% |
| 3Y | +205.0% | +194.2% | +10.8% | +55.6% |
| 5Y | +109.4% | +227.0% | -117.7% | -2.7% |
| 10Y | +232.9% | +430.7% | -197.8% | +1.1% |
| All | +992.7% | +19,568.3% | -18,575.6% | +20.6% |
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