+31.6%
HPQ vs WELL
+42.1%
-10.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.4% | +8.4% |
| 7D | +9.8% | -0.2% | +10.0% | +9.7% |
| 30D | +22.4% | +2.3% | +20.0% | +22.4% |
| 3M | +45.2% | +12.3% | +32.9% | +46.6% |
| 6M | +96.4% | +15.6% | +80.9% | +99.0% |
| YTD | +65.4% | +28.3% | +37.1% | +66.6% |
| 1Y | +31.6% | +41.9% | -10.3% | +26.3% |
| All | +31.6% | +42.1% | -10.5% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling