+132.0%
GLW vs WELL
+43.5%
+88.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.5% | +7.1% | +7.6% |
| 7D | +14.0% | -1.3% | +15.3% | +13.9% |
| 30D | +0.4% | +0.5% | -0.2% | +0.3% |
| 3M | -11.3% | +19.1% | -30.4% | -13.5% |
| 6M | +35.1% | +17.0% | +18.1% | +32.6% |
| YTD | +90.5% | +29.2% | +61.3% | +86.7% |
| 1Y | +132.0% | +42.1% | +89.9% | +121.9% |
| All | +132.0% | +43.5% | +88.6% | +121.9% |
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