+38.3%
GOOG vs WELL
+41.7%
-3.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -2.5% | -2.2% | -0.3% | -2.3% |
| 30D | -3.6% | +4.7% | -8.3% | -4.0% |
| 3M | -6.4% | +11.9% | -18.4% | -8.6% |
| 6M | +7.8% | +14.3% | -6.5% | +4.7% |
| YTD | +5.5% | +28.4% | -22.9% | -0.5% |
| 1Y | +38.3% | +42.3% | -4.0% | +26.8% |
| All | +38.3% | +41.7% | -3.4% | +26.8% |
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