-3.6%
COST vs WELL
+42.4%
-46.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.8% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | -2.8% | -0.1% | -2.7% | -2.8% |
| 3M | -5.7% | +18.0% | -23.7% | -7.3% |
| 6M | -8.8% | +15.0% | -23.8% | -10.2% |
| YTD | +6.7% | +28.6% | -21.9% | +5.2% |
| 1Y | -3.6% | +42.9% | -46.6% | -5.8% |
| All | -3.6% | +42.4% | -46.1% | -5.8% |
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