+13,447.0%
GOOG vs WELL
+1,985.9%
+11,461.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | -0.1% |
| 7D | +1.1% | -1.3% | +2.4% | +1.5% |
| 30D | -5.1% | +0.5% | -5.6% | -5.2% |
| 3M | -7.1% | +19.1% | -26.2% | -12.1% |
| 6M | +12.7% | +17.0% | -4.3% | +7.0% |
| YTD | +7.1% | +29.2% | -22.1% | -1.5% |
| 1Y | +43.6% | +42.1% | +1.5% | +28.3% |
| 3Y | +146.8% | +204.5% | -57.8% | +72.7% |
| 5Y | +133.7% | +211.0% | -77.3% | +60.4% |
| 10Y | +773.3% | +337.6% | +435.7% | +392.4% |
| All | +13,447.0% | +1,985.9% | +11,461.1% | +4,319.6% |
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