+1.9%
HON vs WELL
+207.6%
-205.6%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | -2.6% | -2.2% | -0.4% | -2.0% |
| 30D | -11.9% | +4.7% | -16.6% | -13.0% |
| 3M | -6.1% | +11.9% | -18.0% | -9.0% |
| 6M | -19.2% | +14.3% | -33.5% | -22.3% |
| YTD | +0.2% | +28.4% | -28.2% | -6.9% |
| 1Y | -1.5% | +42.3% | -43.8% | -11.5% |
| 3Y | +17.9% | +202.6% | -184.6% | -16.9% |
| 5Y | +1.9% | +206.5% | -204.6% | -29.4% |
| All | +1.9% | +207.6% | -205.6% | -29.4% |
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 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