+128.8%
GOOG vs WELL
+211.0%
-82.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -1.6% | -1.1% | -0.4% | -1.3% |
| 30D | -7.7% | +0.7% | -8.4% | -7.8% |
| 3M | -9.3% | +14.5% | -23.8% | -13.0% |
| 6M | +7.4% | +14.4% | -7.0% | +2.9% |
| YTD | +4.9% | +28.5% | -23.6% | -3.1% |
| 1Y | +37.2% | +41.8% | -4.6% | +23.1% |
| 3Y | +141.6% | +202.8% | -61.2% | +63.2% |
| 5Y | +128.8% | +208.8% | -80.1% | +50.0% |
| All | +128.8% | +211.0% | -82.2% | +50.0% |
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 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