+746.7%
GOOGL vs WELL
+340.0%
+406.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -1.9% | -1.1% | -0.7% | -1.6% |
| 30D | -7.5% | +0.7% | -8.2% | -7.6% |
| 3M | -9.2% | +14.5% | -23.7% | -12.3% |
| 6M | +8.1% | +14.4% | -6.3% | +4.2% |
| YTD | +5.8% | +28.5% | -22.6% | -0.9% |
| 1Y | +38.3% | +41.8% | -3.4% | +26.5% |
| 3Y | +144.8% | +202.8% | -58.1% | +83.6% |
| 5Y | +132.5% | +208.8% | -76.3% | +71.5% |
| 10Y | +746.7% | +356.5% | +390.2% | +457.4% |
| All | +746.7% | +340.0% | +406.7% | +457.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling