+3,653.2%
FIX vs WELL
+423.1%
+3,230.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.5% |
| 7D | -17.5% | +4.4% | -21.9% | -19.0% |
| 30D | -41.6% | +10.8% | -52.4% | -44.2% |
| 3M | -40.6% | +4.2% | -44.8% | -42.0% |
| 6M | -49.4% | +14.0% | -63.4% | -52.8% |
| YTD | +9.2% | +33.4% | -24.2% | -4.6% |
| 1Y | +6.5% | +32.4% | -26.0% | -6.8% |
| 3Y | +448.7% | +194.7% | +254.0% | +237.1% |
| 5Y | +948.7% | +226.5% | +722.3% | +506.1% |
| All | +3,653.2% | +423.1% | +3,230.1% | +1,603.5% |
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 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