+4,542.6%
GLW vs WELL
+18,826.3%
-14,283.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.1% | +7.7% | +6.4% |
| 7D | +3.8% | -0.8% | +4.6% | +4.0% |
| 30D | -1.3% | -0.1% | -1.3% | -1.4% |
| 3M | -21.8% | +18.0% | -39.8% | -27.2% |
| 6M | +6.9% | +15.0% | -8.1% | +0.5% |
| YTD | +77.2% | +28.6% | +48.5% | +59.9% |
| 1Y | +123.2% | +42.9% | +80.3% | +93.2% |
| 3Y | +400.0% | +203.0% | +197.0% | +224.5% |
| 5Y | +342.8% | +206.9% | +135.9% | +181.4% |
| 10Y | +771.4% | +339.5% | +431.9% | +340.5% |
| All | +4,542.6% | +18,826.3% | -14,283.7% | +1,051.0% |
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