+213.9%
HPQ vs WELL
+357.3%
-143.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.1% |
| 7D | +2.2% | -1.1% | +3.4% | +2.6% |
| 30D | +9.7% | +0.7% | +9.0% | +9.4% |
| 3M | +32.7% | +14.5% | +18.2% | +26.4% |
| 6M | +77.7% | +14.4% | +63.3% | +68.3% |
| YTD | +51.0% | +28.5% | +22.5% | +36.8% |
| 1Y | +18.4% | +41.8% | -23.4% | +3.1% |
| 3Y | +25.6% | +202.8% | -177.3% | -19.6% |
| 5Y | +38.6% | +208.8% | -170.2% | -13.3% |
| All | +213.9% | +357.3% | -143.4% | +54.3% |
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