+31,139.8%
HD vs WELL
+18,826.3%
+12,313.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.6% |
| 7D | -2.1% | -0.8% | -1.3% | -1.8% |
| 30D | -8.4% | -0.1% | -8.3% | -8.5% |
| 3M | +4.3% | +18.0% | -13.7% | -1.7% |
| 6M | -11.1% | +15.0% | -26.1% | -15.7% |
| YTD | -4.7% | +28.6% | -33.3% | -13.1% |
| 1Y | -19.8% | +42.9% | -62.7% | -29.7% |
| 3Y | +4.1% | +203.0% | -198.9% | -30.2% |
| 5Y | +10.3% | +206.9% | -196.6% | -27.7% |
| 10Y | +203.2% | +339.5% | -136.3% | +59.0% |
| All | +31,139.8% | +18,826.3% | +12,313.5% | +7,077.7% |
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 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