+250.7%
HOOD vs WELL
+206.8%
+43.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.3% |
| 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% | +28.4% |
| 6M | +48.5% | +15.0% | +33.5% | +38.8% |
| YTD | +8.0% | +28.6% | -20.6% | -4.5% |
| 1Y | +18.7% | +42.9% | -24.3% | -0.5% |
| 3Y | +999.1% | +203.0% | +796.1% | +558.9% |
| 5Y | +181.7% | +206.9% | -25.2% | +54.7% |
| All | +250.7% | +206.8% | +43.9% | +92.1% |
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