+289.3%
INTC vs WELL
+42.4%
+246.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.1% | +6.6% | +4.2% |
| 7D | +7.1% | -0.8% | +7.9% | +6.9% |
| 30D | -5.2% | -0.1% | -5.1% | -5.3% |
| 3M | -14.3% | +18.0% | -32.3% | -14.8% |
| 6M | +110.2% | +15.0% | +95.2% | +109.4% |
| YTD | +159.6% | +28.6% | +131.0% | +164.7% |
| 1Y | +289.3% | +42.9% | +246.4% | +310.1% |
| All | +289.3% | +42.4% | +246.8% | +310.1% |
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