+81.6%
GM vs WELL
+207.6%
-126.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | -1.1% | -2.2% | +1.2% | -0.4% |
| 30D | -3.4% | +4.7% | -8.1% | -4.8% |
| 3M | +8.7% | +11.9% | -3.3% | +4.5% |
| 6M | +15.4% | +14.3% | +1.1% | +9.8% |
| YTD | +6.6% | +28.4% | -21.8% | -3.0% |
| 1Y | +51.5% | +42.3% | +9.2% | +32.0% |
| 3Y | +169.3% | +202.6% | -33.2% | +62.4% |
| 5Y | +81.6% | +206.5% | -125.0% | +8.7% |
| All | +81.6% | +207.6% | -126.0% | +8.7% |
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