+53.4%
EFA vs WELL
+211.0%
-157.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | -0.5% | -1.1% | +0.7% | -0.2% |
| 30D | -1.3% | +0.7% | -2.1% | -1.6% |
| 3M | +5.2% | +14.5% | -9.3% | +1.1% |
| 6M | +9.4% | +14.4% | -5.1% | +4.9% |
| YTD | +12.7% | +28.5% | -15.7% | +4.5% |
| 1Y | +19.3% | +41.8% | -22.5% | +7.1% |
| 3Y | +66.3% | +202.8% | -136.5% | +17.1% |
| 5Y | +53.4% | +208.8% | -155.5% | +5.5% |
| All | +53.4% | +211.0% | -157.6% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling