+626.9%
FLEX vs WELL
+459.5%
+167.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.8% |
| 7D | -13.6% | +3.0% | -16.7% | -14.7% |
| 30D | -36.5% | +10.2% | -46.7% | -39.3% |
| 3M | -36.4% | +6.1% | -42.6% | -38.4% |
| 6M | -46.5% | +16.6% | -63.1% | -50.7% |
| YTD | +25.9% | +35.3% | -9.4% | +8.9% |
| 1Y | +19.6% | +31.5% | -11.9% | +4.5% |
| 3Y | +287.0% | +206.5% | +80.5% | +129.3% |
| 5Y | +466.6% | +222.0% | +244.7% | +222.3% |
| 10Y | +626.9% | +473.8% | +153.1% | +207.4% |
| All | +626.9% | +459.5% | +167.4% | +207.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling