+13,507.3%
GOOGL vs WELL
+1,976.4%
+11,530.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.5% |
| 7D | -2.3% | -0.8% | -1.5% | -2.1% |
| 30D | -6.6% | -0.1% | -6.5% | -6.5% |
| 3M | -8.9% | +18.0% | -27.0% | -13.7% |
| 6M | +11.9% | +15.0% | -3.1% | +6.7% |
| YTD | +8.3% | +28.6% | -20.3% | -0.3% |
| 1Y | +46.2% | +42.9% | +3.3% | +30.3% |
| 3Y | +151.9% | +203.0% | -51.2% | +76.0% |
| 5Y | +137.7% | +206.9% | -69.2% | +63.3% |
| 10Y | +757.6% | +339.5% | +418.1% | +380.5% |
| All | +13,507.3% | +1,976.4% | +11,530.9% | +4,326.3% |
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