+4.6%
CMCSA vs WELL
+340.0%
-335.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -6.5% |
| 7D | -8.3% | -1.1% | -7.2% | -8.0% |
| 30D | -2.4% | +0.7% | -3.2% | -2.7% |
| 3M | +4.5% | +14.5% | -10.0% | +0.4% |
| 6M | -18.8% | +14.4% | -33.2% | -22.1% |
| YTD | -8.9% | +28.5% | -37.4% | -15.6% |
| 1Y | -18.3% | +41.8% | -60.1% | -26.6% |
| 3Y | -35.0% | +202.8% | -237.8% | -53.7% |
| 5Y | -48.2% | +208.8% | -257.0% | -63.9% |
| 10Y | +4.6% | +356.5% | -352.0% | -37.0% |
| All | +4.6% | +340.0% | -335.5% | -37.0% |
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