+7.8%
HON vs WELL
+29.6%
-21.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -1.7% |
| 7D | +3.6% | +0.1% | +3.4% | +3.5% |
| 30D | +7.8% | +6.8% | +1.0% | +6.9% |
| 3M | -4.8% | +6.7% | -11.5% | -5.6% |
| 6M | -1.7% | +13.8% | -15.5% | -2.2% |
| YTD | +10.7% | +33.8% | -23.2% | +8.6% |
| 1Y | +7.8% | +29.6% | -21.9% | +5.5% |
| All | +7.8% | +29.6% | -21.8% | +5.5% |
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