+663.2%
FLEX vs WELL
+207.3%
+455.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.7% |
| 30D | -10.1% | -0.1% | -10.1% | -10.2% |
| 3M | -31.3% | +18.0% | -49.4% | -35.6% |
| 6M | +71.3% | +15.0% | +56.3% | +62.1% |
| YTD | +81.2% | +28.6% | +52.6% | +65.1% |
| 1Y | +98.5% | +42.9% | +55.6% | +73.6% |
| 3Y | +428.2% | +203.0% | +225.2% | +239.5% |
| All | +663.2% | +207.3% | +455.9% | +374.4% |
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 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