+132.3%
HON vs WELL
+356.7%
-224.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.5% | -0.2% | -3.2% | -3.4% |
| 30D | -13.8% | +2.3% | -16.1% | -14.4% |
| 3M | -11.7% | +12.3% | -23.9% | -15.1% |
| 6M | -18.7% | +15.6% | -34.3% | -22.9% |
| YTD | +0.2% | +28.3% | -28.1% | -8.3% |
| 1Y | -3.1% | +41.9% | -45.0% | -14.5% |
| 3Y | +17.0% | +198.3% | -181.4% | -20.8% |
| 5Y | +2.0% | +206.4% | -204.4% | -32.7% |
| All | +132.3% | +356.7% | -224.4% | +34.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling