-2.3%
F vs WELL
+32.5%
-34.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | +1.0% | +3.0% | -2.1% | +0.8% |
| 30D | +2.1% | +10.2% | -8.1% | +1.8% |
| 3M | -10.3% | +6.1% | -16.4% | -10.5% |
| 6M | +3.3% | +16.6% | -13.4% | +2.5% |
| YTD | -2.0% | +35.3% | -37.3% | -2.3% |
| 1Y | -2.3% | +31.5% | -33.8% | -3.4% |
| All | -2.3% | +32.5% | -34.7% | -3.4% |
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