+238.2%
HL vs WELL
+207.6%
+30.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.9% |
| 7D | -5.6% | -2.2% | -3.4% | -4.7% |
| 30D | +12.7% | +4.7% | +8.1% | +10.5% |
| 3M | +42.5% | +11.9% | +30.6% | +34.9% |
| 6M | -9.0% | +14.3% | -23.3% | -15.2% |
| YTD | +4.4% | +28.4% | -24.0% | -8.6% |
| 1Y | +82.7% | +42.3% | +40.4% | +50.0% |
| 3Y | +406.3% | +202.6% | +203.7% | +172.7% |
| 5Y | +238.2% | +206.5% | +31.6% | +75.1% |
| All | +238.2% | +207.6% | +30.6% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling