+14.4%
FIX vs WELL
+37.3%
-22.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +2.8% | -17.9% | -14.9% |
| 7D | -18.9% | +9.2% | -28.1% | -18.7% |
| 30D | -36.3% | +10.6% | -46.9% | -36.4% |
| 3M | -38.5% | +7.5% | -46.0% | -38.5% |
| 6M | -42.3% | +15.0% | -57.3% | -43.2% |
| YTD | +17.1% | +35.0% | -17.9% | +5.0% |
| 1Y | +14.4% | +36.5% | -22.1% | -3.4% |
| All | +14.4% | +37.3% | -22.9% | -3.4% |
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