+129.2%
HPE vs WELL
+42.4%
+86.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -5.1% |
| 7D | -0.6% | -0.8% | +0.2% | -0.8% |
| 30D | -2.3% | -0.1% | -2.2% | -2.5% |
| 3M | -2.9% | +18.0% | -20.9% | +3.4% |
| 6M | +143.6% | +15.0% | +128.6% | +157.7% |
| YTD | +118.5% | +28.6% | +89.9% | +135.0% |
| 1Y | +129.2% | +42.9% | +86.3% | +137.7% |
| All | +129.2% | +42.4% | +86.8% | +137.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling