+836.9%
HOOD vs WELL
+204.0%
+632.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | -3.8% | +0.1% | -3.9% | -3.8% |
| 30D | -23.0% | +5.7% | -28.6% | -24.3% |
| 3M | -21.6% | +4.6% | -26.3% | -22.8% |
| 6M | +1.4% | +11.9% | -10.4% | -2.7% |
| YTD | -31.2% | +33.6% | -64.7% | -40.4% |
| 1Y | -35.9% | +29.8% | -65.7% | -43.6% |
| 3Y | +836.9% | +202.2% | +634.8% | +422.8% |
| All | +836.9% | +204.0% | +632.9% | +422.8% |
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