+1,710.5%
GS vs WELL
+4,957.8%
-3,247.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.0% | -5.3% | -5.9% |
| 7D | -6.3% | +5.3% | -11.6% | -8.5% |
| 30D | -3.1% | +8.7% | -11.8% | -7.1% |
| 3M | -17.7% | +3.8% | -21.5% | -19.4% |
| 6M | -4.6% | +15.4% | -19.9% | -12.0% |
| YTD | +0.3% | +33.7% | -33.3% | -14.3% |
| 1Y | +11.7% | +33.6% | -21.9% | -4.8% |
| 3Y | +183.6% | +194.2% | -10.6% | +62.1% |
| 5Y | +141.0% | +227.0% | -86.1% | +27.8% |
| 10Y | +507.4% | +430.7% | +76.7% | +116.2% |
| All | +1,710.5% | +4,957.8% | -3,247.2% | +110.1% |
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