+36.0%
HBAN vs WELL
+207.6%
-171.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.9% | -2.2% | +0.3% | -1.2% |
| 30D | -5.9% | +4.7% | -10.5% | -7.3% |
| 3M | +0.2% | +11.9% | -11.7% | -3.7% |
| 6M | +6.6% | +14.3% | -7.6% | +1.4% |
| YTD | -1.7% | +28.4% | -30.1% | -10.6% |
| 1Y | -1.7% | +42.3% | -44.0% | -14.4% |
| 3Y | +74.9% | +202.6% | -127.7% | +10.6% |
| 5Y | +36.0% | +206.5% | -170.6% | -14.3% |
| All | +36.0% | +207.6% | -171.6% | -14.3% |
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