+599.2%
HPE vs WELL
+437.4%
+161.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +5.0% | +4.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | -28.6% | +7.8% | -36.3% | -30.5% |
| 3M | -7.4% | +10.2% | -17.6% | -10.5% |
| 6M | +63.7% | +16.4% | +47.3% | +53.7% |
| YTD | +111.7% | +35.2% | +76.5% | +87.8% |
| 1Y | +123.5% | +30.5% | +93.0% | +100.4% |
| 3Y | +238.7% | +206.1% | +32.6% | +119.3% |
| 5Y | +261.0% | +228.3% | +32.8% | +124.3% |
| 10Y | +390.2% | +468.3% | -78.1% | +133.5% |
| All | +599.2% | +437.4% | +161.8% | +205.5% |
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