+14,227.5%
COST vs WELL
+19,558.2%
-5,330.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +12.8% | +5.7% | +7.2% | +11.3% |
| 3M | +15.2% | +4.6% | +10.5% | +13.8% |
| 6M | +7.4% | +11.9% | -4.4% | +4.3% |
| YTD | +29.0% | +33.6% | -4.5% | +19.8% |
| 1Y | +20.3% | +29.8% | -9.5% | +12.4% |
| 3Y | +99.0% | +202.2% | -103.2% | +51.2% |
| 5Y | +125.7% | +223.2% | -97.5% | +66.8% |
| 10Y | +775.3% | +461.7% | +313.6% | +415.3% |
| All | +14,227.5% | +19,558.2% | -5,330.7% | +4,300.8% |
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 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