+25.0%
HL vs WELL
+37.3%
-12.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.8% | +10.3% | +13.8% |
| 7D | +0.2% | +9.2% | -8.9% | +2.6% |
| 30D | -12.1% | +10.6% | -22.7% | -9.8% |
| 3M | -2.8% | +7.5% | -10.3% | -0.9% |
| 6M | -14.9% | +15.0% | -30.0% | -9.8% |
| YTD | -22.0% | +35.0% | -57.1% | -6.1% |
| 1Y | +25.0% | +36.5% | -11.5% | +45.1% |
| All | +25.0% | +37.3% | -12.3% | +45.1% |
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 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