+775.4%
HBAN vs WELL
+18,912.8%
-18,137.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.8% |
| 7D | +2.1% | -1.3% | +3.4% | +2.8% |
| 30D | -4.5% | +0.5% | -5.0% | -5.0% |
| 3M | +2.6% | +19.1% | -16.5% | -7.7% |
| 6M | +4.7% | +17.0% | -12.2% | -5.4% |
| YTD | -1.5% | +29.2% | -30.7% | -16.4% |
| 1Y | -1.9% | +42.1% | -44.1% | -21.7% |
| 3Y | +75.2% | +204.5% | -129.3% | -12.5% |
| 5Y | +37.2% | +211.0% | -173.8% | -34.6% |
| 10Y | +156.6% | +337.6% | -181.0% | -13.9% |
| All | +775.4% | +18,912.8% | -18,137.4% | +3.1% |
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