+53.9%
F vs WELL
+207.3%
-153.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +2.2% |
| 7D | +5.3% | -0.8% | +6.1% | +5.6% |
| 30D | +4.6% | -0.1% | +4.7% | +4.5% |
| 3M | -3.7% | +18.0% | -21.7% | -10.5% |
| 6M | +16.8% | +15.0% | +1.8% | +9.4% |
| YTD | +15.3% | +28.6% | -13.3% | +2.7% |
| 1Y | +31.0% | +42.9% | -11.9% | +10.8% |
| 3Y | +45.4% | +203.0% | -157.6% | -19.9% |
| All | +53.9% | +207.3% | -153.4% | -15.2% |
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