+390.5%
GE vs WELL
+227.0%
+163.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.8% |
| 7D | +7.1% | +4.4% | +2.7% | +5.4% |
| 30D | +6.5% | +10.8% | -4.3% | +2.2% |
| 3M | -13.6% | +4.2% | -17.8% | -15.2% |
| 6M | +6.0% | +14.0% | -8.0% | -0.2% |
| YTD | +5.4% | +33.4% | -28.0% | -7.2% |
| 1Y | +6.5% | +32.4% | -26.0% | -6.1% |
| 3Y | +268.6% | +194.7% | +73.8% | +132.2% |
| All | +390.5% | +227.0% | +163.5% | +203.1% |
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