+512.8%
F vs WELL
+19,568.3%
-19,055.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.7% |
| 7D | +1.4% | +5.3% | -3.9% | -0.7% |
| 30D | +2.0% | +8.7% | -6.7% | -1.4% |
| 3M | -10.4% | +3.8% | -14.2% | -12.0% |
| 6M | +9.7% | +15.4% | -5.6% | +2.7% |
| YTD | -1.2% | +33.7% | -34.8% | -13.2% |
| 1Y | 0.0% | +33.6% | -33.6% | -12.2% |
| 3Y | +41.1% | +194.2% | -153.1% | -11.8% |
| 5Y | -11.4% | +227.0% | -238.4% | -47.2% |
| 10Y | +85.0% | +430.7% | -345.8% | -17.7% |
| All | +512.8% | +19,568.3% | -19,055.6% | +32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling