+11,743.1%
COST vs WELL
+18,826.3%
-7,083.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.6% |
| 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% | -9.5% |
| 6M | -8.8% | +15.0% | -23.8% | -12.0% |
| YTD | +6.7% | +28.6% | -21.9% | 0.0% |
| 1Y | -3.6% | +42.9% | -46.6% | -12.1% |
| 3Y | +75.1% | +203.0% | -127.9% | +32.9% |
| 5Y | +108.9% | +206.9% | -98.0% | +56.1% |
| 10Y | +586.2% | +339.5% | +246.7% | +331.9% |
| All | +11,743.1% | +18,826.3% | -7,083.2% | +3,574.0% |
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