+2,874.1%
GE vs WELL
+19,722.2%
-16,848.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.9% | +3.4% |
| 7D | +6.3% | +3.5% | +2.8% | +4.9% |
| 30D | +8.9% | +9.7% | -0.8% | +4.8% |
| 3M | -9.2% | +4.8% | -14.0% | -11.1% |
| 6M | +13.2% | +16.1% | -2.8% | +5.9% |
| YTD | +9.4% | +34.7% | -25.3% | -3.6% |
| 1Y | +9.8% | +31.9% | -22.1% | -2.6% |
| 3Y | +278.2% | +209.9% | +68.3% | +138.1% |
| 5Y | +396.0% | +226.5% | +169.5% | +201.0% |
| 10Y | +162.4% | +455.3% | -292.9% | +19.4% |
| All | +2,874.1% | +19,722.2% | -16,848.1% | +568.4% |
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 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