+3,604.4%
FIX vs WELL
+464.2%
+3,140.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.4% |
| 7D | +17.0% | +0.1% | +16.9% | +17.0% |
| 30D | -30.6% | +6.8% | -37.4% | -32.7% |
| 3M | -35.0% | +6.7% | -41.8% | -37.1% |
| 6M | -44.0% | +13.8% | -57.8% | -47.7% |
| YTD | +21.1% | +33.8% | -12.7% | +5.6% |
| 1Y | +16.3% | +29.6% | -13.4% | +2.6% |
| 3Y | +507.4% | +203.1% | +304.3% | +267.3% |
| 5Y | +1,052.1% | +223.8% | +828.2% | +565.1% |
| All | +3,604.4% | +464.2% | +3,140.2% | +1,530.5% |
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