-80.9%
FIG vs WELL
+45.0%
-125.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.5% |
| 7D | -14.5% | -1.1% | -13.3% | -14.9% |
| 30D | -13.3% | +0.7% | -14.1% | -13.0% |
| 3M | +7.4% | +14.5% | -7.1% | +18.2% |
| 6M | -27.8% | +14.4% | -42.2% | -19.7% |
| YTD | -41.1% | +28.5% | -69.6% | -27.2% |
| 1Y | -58.7% | +41.8% | -100.5% | -42.6% |
| All | -80.9% | +45.0% | -125.9% | -70.2% |
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