+2,141.5%
CMCSA vs WELL
+19,790.6%
-17,649.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +18.1% |
| 3M | -0.9% | +10.2% | -11.2% | -4.1% |
| 6M | +2.9% | +16.4% | -13.5% | -2.5% |
| YTD | -5.9% | +35.2% | -41.1% | -15.4% |
| 1Y | +2.5% | +30.5% | -28.0% | -6.9% |
| 3Y | -28.3% | +206.1% | -234.3% | -51.6% |
| 5Y | -40.8% | +228.3% | -269.1% | -61.6% |
| 10Y | +5.4% | +468.3% | -462.9% | -48.3% |
| All | +2,141.5% | +19,790.6% | -17,649.1% | +385.6% |
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