-1.9%
HD vs WELL
+31.8%
-33.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.7% |
| 7D | +3.6% | +3.5% | +0.1% | +3.0% |
| 30D | +21.6% | +9.7% | +11.9% | +19.9% |
| 3M | +0.1% | +4.8% | -4.7% | -0.7% |
| 6M | +13.0% | +16.1% | -3.1% | +9.8% |
| YTD | +4.9% | +34.7% | -29.8% | +1.6% |
| All | -1.9% | +31.8% | -33.7% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling