+14.5%
FIX vs WELL
+31.8%
-17.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.0% | +8.5% | +9.4% |
| 7D | -7.2% | +3.5% | -10.7% | -7.0% |
| 30D | -35.1% | +9.7% | -44.8% | -35.2% |
| 3M | -34.3% | +4.8% | -39.1% | -34.1% |
| 6M | -42.9% | +16.1% | -59.0% | -44.3% |
| YTD | +19.5% | +34.7% | -15.2% | +6.9% |
| All | +14.5% | +31.8% | -17.3% | +2.6% |
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