-15.9%
CMCSA vs WELL
+41.7%
-57.6%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.4% |
| 7D | -5.6% | -2.2% | -3.3% | -5.3% |
| 30D | -1.9% | +4.7% | -6.6% | -2.4% |
| 3M | +6.4% | +11.9% | -5.5% | +4.2% |
| 6M | -16.9% | +14.3% | -31.2% | -19.0% |
| YTD | -6.8% | +28.4% | -35.1% | -9.3% |
| 1Y | -15.9% | +42.3% | -58.2% | -20.8% |
| All | -15.9% | +41.7% | -57.6% | -20.8% |
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