+156.1%
HPQ vs WELL
+463.2%
-307.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | +3.2% | +0.1% | +3.0% | +3.1% |
| 30D | -3.6% | +5.7% | -9.3% | -5.5% |
| 3M | -5.3% | +4.6% | -9.9% | -7.0% |
| 6M | +41.1% | +11.9% | +29.3% | +34.7% |
| YTD | +36.9% | +33.6% | +3.3% | +22.0% |
| 1Y | +23.5% | +29.8% | -6.2% | +11.1% |
| 3Y | +19.6% | +202.2% | -182.6% | -23.5% |
| 5Y | +11.4% | +223.2% | -211.8% | -31.5% |
| All | +156.1% | +463.2% | -307.1% | +18.2% |
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