+563.1%
HPE vs WELL
+356.7%
+206.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | 0.0% | +12.5% | +12.5% |
| 7D | +19.4% | -0.2% | +19.6% | +19.5% |
| 30D | +5.6% | +2.3% | +3.3% | +4.8% |
| 3M | +33.1% | +12.3% | +20.8% | +27.6% |
| 6M | +192.5% | +15.6% | +176.9% | +175.4% |
| YTD | +160.9% | +28.3% | +132.6% | +136.3% |
| 1Y | +155.0% | +41.9% | +113.0% | +121.9% |
| 3Y | +289.4% | +198.3% | +91.1% | +153.9% |
| 5Y | +395.7% | +206.4% | +189.2% | +214.9% |
| All | +563.1% | +356.7% | +206.4% | +249.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling