+2,105.4%
FIX vs WELL
+207.3%
+1,898.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.6% |
| 7D | +6.0% | -0.8% | +6.8% | +6.3% |
| 30D | -7.2% | -0.1% | -7.2% | -7.3% |
| 3M | -15.9% | +18.0% | -33.9% | -21.5% |
| 6M | +12.7% | +15.0% | -2.3% | +6.1% |
| YTD | +72.8% | +28.6% | +44.2% | +56.1% |
| 1Y | +122.9% | +42.9% | +80.0% | +93.1% |
| 3Y | +774.3% | +203.0% | +571.3% | +449.4% |
| All | +2,105.4% | +207.3% | +1,898.1% | +1,258.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling