+2,590.5%
HPQ vs WELL
+19,790.6%
-17,200.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -3.0% | +7.8% | -10.8% | -5.4% |
| 3M | +0.6% | +10.2% | -9.6% | -2.7% |
| 6M | +36.6% | +16.4% | +20.2% | +29.3% |
| YTD | +35.0% | +35.2% | -0.2% | +21.3% |
| 1Y | +23.1% | +30.5% | -7.4% | +11.7% |
| 3Y | +18.6% | +206.1% | -187.4% | -19.6% |
| 5Y | +10.3% | +228.3% | -217.9% | -27.7% |
| 10Y | +157.1% | +468.3% | -311.3% | +31.8% |
| All | +2,590.5% | +19,790.6% | -17,200.0% | +631.3% |
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 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