+227.7%
GDX vs WELL
+215.5%
+12.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.3% | -1.0% |
| 7D | +4.0% | -1.3% | +5.3% | +4.4% |
| 30D | +9.5% | +0.5% | +9.0% | +9.2% |
| 3M | +25.1% | +19.1% | +6.0% | +17.4% |
| 6M | -2.9% | +17.0% | -19.9% | -8.5% |
| YTD | +14.7% | +29.2% | -14.5% | +4.0% |
| 1Y | +47.4% | +42.1% | +5.3% | +28.0% |
| 3Y | +259.7% | +204.5% | +55.1% | +133.0% |
| 5Y | +227.7% | +211.0% | +16.7% | +100.6% |
| All | +227.7% | +215.5% | +12.2% | +100.6% |
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