+105.3%
HAL vs WELL
+207.3%
-102.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.1% |
| 7D | +2.9% | -0.8% | +3.7% | +3.1% |
| 30D | +17.0% | -0.1% | +17.1% | +17.0% |
| 3M | -9.7% | +18.0% | -27.7% | -13.4% |
| 6M | +8.6% | +15.0% | -6.4% | +4.6% |
| YTD | +33.0% | +28.6% | +4.4% | +24.1% |
| 1Y | +68.3% | +42.9% | +25.4% | +52.0% |
| 3Y | +0.1% | +203.0% | -202.9% | -31.3% |
| All | +105.3% | +207.3% | -102.1% | +43.8% |
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