+32,991.5%
GILD vs WELL
+10,158.2%
+22,833.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | +5.8% | +2.3% | +3.5% | +5.2% |
| 3M | +14.9% | +12.3% | +2.7% | +11.8% |
| 6M | -0.4% | +15.6% | -15.9% | -3.9% |
| YTD | +18.5% | +28.3% | -9.8% | +11.6% |
| 1Y | +25.1% | +41.9% | -16.8% | +14.9% |
| 3Y | +105.9% | +198.3% | -92.4% | +58.2% |
| 5Y | +143.0% | +206.4% | -63.4% | +83.1% |
| 10Y | +162.4% | +356.0% | -193.6% | +65.0% |
| All | +32,991.5% | +10,158.2% | +22,833.3% | +8,839.5% |
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