+30.6%
HD vs WELL
+204.6%
-174.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +18.5% | +6.8% | +11.7% | +16.6% |
| 3M | +2.2% | +6.7% | -4.6% | +0.4% |
| 6M | +13.8% | +13.8% | 0.0% | +9.8% |
| YTD | +3.4% | +33.8% | -30.4% | -4.8% |
| 1Y | -3.5% | +29.6% | -33.1% | -10.4% |
| All | +30.6% | +204.6% | -174.1% | -12.1% |
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 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