+5,634.3%
HON vs WELL
+18,826.3%
-13,192.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.0% | +1.6% |
| 7D | -3.6% | -0.8% | -2.8% | -3.4% |
| 30D | -15.3% | -0.1% | -15.2% | -15.2% |
| 3M | -7.9% | +18.0% | -25.9% | -13.1% |
| 6M | -18.1% | +15.0% | -33.0% | -22.3% |
| YTD | +3.8% | +28.6% | -24.8% | -5.2% |
| 1Y | +0.5% | +42.9% | -42.4% | -11.8% |
| 3Y | +19.8% | +203.0% | -183.3% | -19.5% |
| 5Y | +2.9% | +206.9% | -204.0% | -32.2% |
| 10Y | +134.6% | +339.5% | -204.8% | +26.3% |
| All | +5,634.3% | +18,826.3% | -13,192.0% | +1,240.0% |
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