-45.0%
CMCSA vs WELL
+215.5%
-260.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +0.1% | -1.3% | +1.4% | +0.5% |
| 30D | +3.8% | +0.5% | +3.3% | +3.6% |
| 3M | +12.3% | +19.1% | -6.7% | +6.9% |
| 6M | -15.4% | +17.0% | -32.4% | -19.3% |
| YTD | -2.5% | +29.2% | -31.7% | -9.7% |
| 1Y | -13.4% | +42.1% | -55.5% | -22.2% |
| 3Y | -30.4% | +204.5% | -234.9% | -51.9% |
| 5Y | -45.0% | +211.0% | -256.0% | -63.5% |
| All | -45.0% | +215.5% | -260.5% | -63.5% |
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