+23.9%
HPQ vs WELL
+201.2%
-177.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.0% |
| 7D | +1.3% | -1.1% | +2.4% | +1.3% |
| 30D | +8.7% | +0.7% | +7.9% | +8.6% |
| 3M | +31.5% | +14.5% | +16.9% | +30.3% |
| 6M | +76.0% | +14.4% | +61.6% | +74.2% |
| YTD | +49.5% | +28.5% | +21.1% | +45.7% |
| 1Y | +17.3% | +41.8% | -24.5% | +12.4% |
| All | +23.9% | +201.2% | -177.4% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling