-3.5%
HD vs WELL
+31.1%
-34.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -1.2% | +0.1% | -1.2% | -1.2% |
| 30D | +20.9% | +7.8% | +13.1% | +19.4% |
| 3M | -0.2% | +10.2% | -10.4% | -1.8% |
| 6M | +14.5% | +16.4% | -1.9% | +11.2% |
| YTD | +4.3% | +35.2% | -30.9% | +1.0% |
| 1Y | -3.5% | +30.5% | -33.9% | -6.8% |
| All | -3.5% | +31.1% | -34.5% | -6.8% |
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 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