+57.7%
GEV vs WELL
+42.4%
+15.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | -0.1% |
| 7D | +3.3% | -0.8% | +4.1% | +3.2% |
| 30D | -7.5% | -0.1% | -7.4% | -7.5% |
| 3M | -2.2% | +18.0% | -20.2% | -2.5% |
| 6M | +12.1% | +15.0% | -2.9% | +12.3% |
| YTD | +44.4% | +28.6% | +15.8% | +44.6% |
| 1Y | +57.7% | +42.9% | +14.7% | +61.6% |
| All | +57.7% | +42.4% | +15.2% | +61.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling