+33,321.4%
HD vs WELL
+19,534.7%
+13,786.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | +4.3% | +4.4% | -0.1% | +2.9% |
| 30D | +20.2% | +10.8% | +9.4% | +16.1% |
| 3M | -1.0% | +4.2% | -5.2% | -2.6% |
| 6M | +7.9% | +14.0% | -6.1% | +2.7% |
| YTD | +2.0% | +33.4% | -31.4% | -8.3% |
| 1Y | -4.3% | +32.4% | -36.7% | -13.8% |
| 3Y | +25.9% | +194.7% | -168.8% | -14.8% |
| 5Y | +5.8% | +226.5% | -220.6% | -31.9% |
| 10Y | +262.5% | +429.8% | -167.3% | +77.8% |
| All | +33,321.4% | +19,534.7% | +13,786.7% | +7,479.6% |
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