+2.5%
CMCSA vs WELL
+31.1%
-28.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +21.0% | +7.8% | +13.2% | +19.3% |
| 3M | -0.9% | +10.2% | -11.2% | -2.5% |
| 6M | +2.9% | +16.4% | -13.5% | 0.0% |
| YTD | -5.9% | +35.2% | -41.1% | -8.7% |
| 1Y | +2.5% | +30.5% | -28.0% | -1.2% |
| All | +2.5% | +31.1% | -28.6% | -1.2% |
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