+3,800.0%
FIX vs WELL
+451.0%
+3,349.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.0% | +8.5% | +9.0% |
| 7D | -7.2% | +3.5% | -10.7% | -8.6% |
| 30D | -35.1% | +9.7% | -44.8% | -37.8% |
| 3M | -34.3% | +4.8% | -39.1% | -35.9% |
| 6M | -42.9% | +16.1% | -59.0% | -47.2% |
| YTD | +19.5% | +34.7% | -15.2% | +3.9% |
| 1Y | +16.8% | +31.9% | -15.2% | +2.4% |
| 3Y | +506.7% | +209.9% | +296.8% | +264.1% |
| 5Y | +1,046.7% | +226.5% | +820.2% | +560.8% |
| 10Y | +3,800.0% | +455.3% | +3,344.7% | +1,637.1% |
| All | +3,800.0% | +451.0% | +3,349.0% | +1,637.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling