+155.3%
HBAN vs WELL
+356.7%
-201.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | -5.6% | +2.3% | -7.9% | -6.6% |
| 3M | -1.1% | +12.3% | -13.4% | -6.3% |
| 6M | +9.9% | +15.6% | -5.7% | +2.4% |
| YTD | -0.9% | +28.3% | -29.3% | -12.2% |
| 1Y | -1.4% | +41.9% | -43.3% | -16.8% |
| 3Y | +78.2% | +198.3% | -120.1% | +5.8% |
| 5Y | +37.0% | +206.4% | -169.4% | -21.3% |
| All | +155.3% | +356.7% | -201.5% | +16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling