+5,892.0%
FIX vs WELL
+338.0%
+5,553.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.7% |
| 7D | +6.0% | -0.8% | +6.8% | +6.3% |
| 30D | -7.2% | -0.1% | -7.2% | -7.3% |
| 3M | -15.9% | +18.0% | -33.9% | -22.2% |
| 6M | +12.7% | +15.0% | -2.3% | +5.3% |
| YTD | +72.8% | +28.6% | +44.2% | +54.2% |
| 1Y | +122.9% | +42.9% | +80.0% | +89.8% |
| 3Y | +774.3% | +203.0% | +571.3% | +433.4% |
| 5Y | +2,049.5% | +206.9% | +1,842.6% | +1,183.0% |
| All | +5,892.0% | +338.0% | +5,553.9% | +2,706.4% |
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 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