+595.7%
HAL vs WELL
+18,826.3%
-18,230.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.2% |
| 7D | +2.9% | -0.8% | +3.7% | +3.2% |
| 30D | +17.0% | -0.1% | +17.1% | +16.9% |
| 3M | -9.7% | +18.0% | -27.7% | -16.1% |
| 6M | +8.6% | +15.0% | -6.4% | +1.5% |
| YTD | +33.0% | +28.6% | +4.4% | +18.4% |
| 1Y | +68.3% | +42.9% | +25.4% | +43.0% |
| 3Y | +0.1% | +203.0% | -202.9% | -39.4% |
| 5Y | +102.6% | +206.9% | -104.3% | +20.1% |
| 10Y | +3.8% | +339.5% | -335.6% | -48.8% |
| All | +595.7% | +18,826.3% | -18,230.5% | +101.4% |
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 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