+147.8%
EWY vs WELL
+42.1%
+105.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.2% |
| 7D | -0.1% | -0.2% | +0.2% | -0.1% |
| 30D | +7.3% | +2.3% | +5.0% | +7.9% |
| 3M | -5.1% | +12.3% | -17.4% | -3.2% |
| 6M | +42.1% | +15.6% | +26.5% | +45.7% |
| YTD | +94.1% | +28.3% | +65.8% | +97.3% |
| 1Y | +147.8% | +41.9% | +105.9% | +149.4% |
| All | +147.8% | +42.1% | +105.7% | +149.4% |
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