+724.1%
FCX vs WELL
+340.0%
+384.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | +3.1% | -1.1% | +4.2% | +3.5% |
| 30D | +8.1% | +0.7% | +7.4% | +7.7% |
| 3M | +18.9% | +14.5% | +4.4% | +12.1% |
| 6M | +26.6% | +14.4% | +12.2% | +18.5% |
| YTD | +51.2% | +28.5% | +22.7% | +34.6% |
| 1Y | +75.6% | +41.8% | +33.8% | +49.4% |
| 3Y | +101.7% | +202.8% | -101.1% | +22.6% |
| 5Y | +134.6% | +208.8% | -74.2% | +39.6% |
| 10Y | +724.1% | +356.5% | +367.6% | +369.7% |
| All | +724.1% | +340.0% | +384.1% | +369.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling