+948.1%
FIX vs WELL
+227.0%
+721.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.5% |
| 7D | -17.5% | +4.4% | -21.9% | -18.6% |
| 30D | -41.6% | +10.8% | -52.4% | -43.7% |
| 3M | -40.6% | +4.2% | -44.8% | -41.6% |
| 6M | -49.4% | +14.0% | -63.4% | -52.2% |
| YTD | +9.2% | +33.4% | -24.2% | -3.0% |
| 1Y | +6.5% | +32.4% | -26.0% | -5.2% |
| 3Y | +448.7% | +194.7% | +254.0% | +246.3% |
| All | +948.1% | +227.0% | +721.1% | +529.3% |
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