+362.8%
HPE vs WELL
+211.0%
+151.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.2% |
| 7D | +13.6% | -1.1% | +14.8% | +13.9% |
| 30D | +7.7% | +0.7% | +7.0% | +7.6% |
| 3M | +22.4% | +14.5% | +7.9% | +18.5% |
| 6M | +172.6% | +14.4% | +158.2% | +162.6% |
| YTD | +147.5% | +28.5% | +119.1% | +130.0% |
| 1Y | +151.8% | +41.8% | +110.0% | +125.9% |
| 3Y | +267.1% | +202.8% | +64.2% | +147.8% |
| 5Y | +362.8% | +208.8% | +153.9% | +205.6% |
| All | +362.8% | +211.0% | +151.8% | +205.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling