+21.9%
FIX vs WELL
+31.1%
-9.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.2% | +5.0% |
| 7D | +6.4% | +0.1% | +6.4% | +6.4% |
| 30D | -29.1% | +7.8% | -36.9% | -29.1% |
| 3M | -31.1% | +10.2% | -41.4% | -31.3% |
| 6M | -42.8% | +16.4% | -59.2% | -44.1% |
| YTD | +24.6% | +35.2% | -10.5% | +11.3% |
| 1Y | +21.9% | +30.5% | -8.5% | +10.7% |
| All | +21.9% | +31.1% | -9.1% | +10.7% |
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