-11.6%
HL vs WELL
+29.0%
-40.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -11.1% | +0.1% | -11.2% | -11.1% |
| 30D | -12.1% | +5.7% | -17.7% | -10.6% |
| 3M | -26.1% | +4.6% | -30.7% | -25.0% |
| 6M | -37.7% | +11.9% | -49.6% | -34.0% |
| YTD | -31.7% | +33.6% | -65.3% | -15.4% |
| 1Y | -11.6% | +29.8% | -41.4% | +6.9% |
| All | -11.6% | +29.0% | -40.7% | +6.9% |
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 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