+16.3%
FIX vs WELL
+29.6%
-13.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.8% |
| 7D | +17.0% | +0.1% | +16.9% | +17.0% |
| 30D | -30.6% | +6.8% | -37.4% | -30.6% |
| 3M | -35.0% | +6.7% | -41.8% | -35.1% |
| 6M | -44.0% | +13.8% | -57.8% | -44.8% |
| YTD | +21.1% | +33.8% | -12.7% | +8.0% |
| 1Y | +16.3% | +29.6% | -13.4% | +5.2% |
| All | +16.3% | +29.6% | -13.3% | +5.2% |
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