+7,917.6%
FLEX vs WELL
+7,086.9%
+830.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.5% |
| 7D | -0.9% | -0.8% | -0.1% | -0.6% |
| 30D | -10.1% | -0.1% | -10.1% | -10.3% |
| 3M | -31.3% | +18.0% | -49.4% | -37.7% |
| 6M | +71.3% | +15.0% | +56.3% | +57.4% |
| YTD | +81.2% | +28.6% | +52.6% | +57.4% |
| 1Y | +98.5% | +42.9% | +55.6% | +62.6% |
| 3Y | +428.2% | +203.0% | +225.2% | +189.6% |
| 5Y | +657.3% | +206.9% | +450.4% | +302.0% |
| 10Y | +995.9% | +339.5% | +656.5% | +322.6% |
| All | +7,917.6% | +7,086.9% | +830.8% | +788.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling