+43.9%
GEV vs WELL
+41.7%
+2.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -1.9% | -2.2% | +0.3% | -2.0% |
| 30D | -8.7% | +4.7% | -13.4% | -8.4% |
| 3M | +6.6% | +11.9% | -5.3% | +7.0% |
| 6M | +10.2% | +14.3% | -4.1% | +10.4% |
| YTD | +41.6% | +28.4% | +13.3% | +41.6% |
| 1Y | +43.9% | +42.3% | +1.6% | +47.2% |
| All | +43.9% | +41.7% | +2.2% | +47.2% |
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