+25.9%
HD vs WELL
+195.0%
-169.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | +4.3% | +4.4% | -0.1% | +3.2% |
| 30D | +20.2% | +10.8% | +9.4% | +17.2% |
| 3M | -1.0% | +4.2% | -5.2% | -2.1% |
| 6M | +7.9% | +14.0% | -6.1% | +3.9% |
| YTD | +2.0% | +33.4% | -31.4% | -6.1% |
| 1Y | -4.3% | +32.4% | -36.7% | -11.8% |
| 3Y | +25.9% | +194.7% | -168.8% | -15.9% |
| All | +25.9% | +195.0% | -169.0% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling