+6,012.9%
HON vs WELL
+19,596.0%
-13,583.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -1.5% |
| 7D | +3.6% | +0.1% | +3.4% | +3.5% |
| 30D | +7.8% | +6.8% | +1.0% | +5.4% |
| 3M | -4.8% | +6.7% | -11.5% | -7.0% |
| 6M | -1.7% | +13.8% | -15.5% | -6.4% |
| YTD | +10.7% | +33.8% | -23.2% | -0.4% |
| 1Y | +7.8% | +29.6% | -21.9% | -2.1% |
| 3Y | +28.1% | +203.1% | -175.0% | -13.8% |
| 5Y | +12.2% | +223.8% | -211.7% | -27.4% |
| 10Y | +155.7% | +462.8% | -307.1% | +26.7% |
| All | +6,012.9% | +19,596.0% | -13,583.0% | +1,308.0% |
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