-57.4%
FIG vs WELL
+31.1%
-88.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.8% |
| 7D | -14.3% | +0.1% | -14.4% | -14.3% |
| 30D | -13.6% | +7.8% | -21.4% | -11.7% |
| 3M | -23.7% | +10.2% | -34.0% | -21.2% |
| 6M | -5.4% | +16.4% | -21.7% | +2.5% |
| YTD | -49.2% | +35.2% | -84.4% | -39.5% |
| 1Y | -57.4% | +30.5% | -87.8% | -49.5% |
| All | -57.4% | +31.1% | -88.4% | -49.5% |
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