+1,037.0%
HOOD vs WELL
+204.6%
+832.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.4% |
| 7D | +17.1% | -0.8% | +17.9% | +17.5% |
| 30D | +31.6% | -0.1% | +31.7% | +31.7% |
| 3M | +38.2% | +18.0% | +20.2% | +28.6% |
| 6M | +48.5% | +15.0% | +33.5% | +38.9% |
| YTD | +8.0% | +28.6% | -20.6% | -5.6% |
| 1Y | +18.7% | +42.9% | -24.3% | -3.0% |
| All | +1,037.0% | +204.6% | +832.4% | +481.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling