+16.9%
EFA vs WELL
+37.3%
-20.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.3% | +2.4% |
| 7D | +2.0% | +9.2% | -7.2% | +1.6% |
| 30D | +1.6% | +10.6% | -9.0% | +1.1% |
| 3M | -1.5% | +7.5% | -9.0% | -1.9% |
| 6M | +6.6% | +15.0% | -8.4% | +6.1% |
| YTD | +11.8% | +35.0% | -23.2% | +10.5% |
| 1Y | +16.9% | +36.5% | -19.6% | +14.3% |
| All | +16.9% | +37.3% | -20.4% | +14.3% |
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