+0.8%
HL vs WELL
+19,558.2%
-19,557.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -11.1% | +0.1% | -11.2% | -11.1% |
| 30D | -12.1% | +5.7% | -17.7% | -14.0% |
| 3M | -26.1% | +4.6% | -30.7% | -27.6% |
| 6M | -37.7% | +11.9% | -49.6% | -41.0% |
| YTD | -31.7% | +33.6% | -65.3% | -39.8% |
| 1Y | -11.6% | +29.8% | -41.4% | -21.6% |
| 3Y | +249.6% | +202.2% | +47.5% | +123.7% |
| 5Y | +108.5% | +223.2% | -114.7% | +28.7% |
| 10Y | +127.0% | +461.7% | -334.7% | +3.8% |
| All | +0.8% | +19,558.2% | -19,557.4% | -61.7% |
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