+103.4%
GLD vs WELL
+225.4%
-121.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.7% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -7.0% | +6.8% | -13.8% | -7.5% |
| 3M | -12.4% | +6.7% | -19.1% | -12.9% |
| 6M | -18.0% | +13.8% | -31.8% | -19.0% |
| YTD | -10.5% | +33.8% | -44.3% | -12.9% |
| 1Y | -8.1% | +29.6% | -37.7% | -10.3% |
| 3Y | +97.7% | +203.1% | -105.4% | +77.9% |
| 5Y | +103.4% | +223.8% | -120.4% | +80.5% |
| All | +103.4% | +225.4% | -121.9% | +80.5% |
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 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