+518.0%
HAL vs WELL
+19,790.6%
-19,272.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.4% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +1.0% | +7.8% | -6.8% | -2.2% |
| 3M | -2.1% | +10.2% | -12.4% | -6.3% |
| 6M | -17.5% | +16.4% | -33.8% | -23.2% |
| YTD | +18.1% | +35.2% | -17.0% | +2.8% |
| 1Y | +19.7% | +30.5% | -10.7% | +5.5% |
| 3Y | -7.9% | +206.1% | -214.0% | -44.4% |
| 5Y | +53.1% | +228.3% | -175.2% | -11.8% |
| 10Y | -16.8% | +468.3% | -485.1% | -62.7% |
| All | +518.0% | +19,790.6% | -19,272.5% | +74.8% |
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 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