+140.7%
GOOG vs WELL
+201.2%
-60.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -1.6% | -1.1% | -0.4% | -1.4% |
| 30D | -7.7% | +0.7% | -8.4% | -7.7% |
| 3M | -9.3% | +14.5% | -23.8% | -11.3% |
| 6M | +7.4% | +14.4% | -7.0% | +5.1% |
| YTD | +4.9% | +28.5% | -23.6% | +0.8% |
| 1Y | +37.2% | +41.8% | -4.6% | +30.2% |
| All | +140.7% | +201.2% | -60.6% | +89.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling