+57.4%
INTC vs WELL
+37.3%
+20.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.6% | -3.0% |
| 7D | -39.0% | +9.2% | -48.2% | -37.6% |
| 30D | -49.8% | +10.6% | -60.5% | -48.6% |
| 3M | -42.2% | +7.5% | -49.7% | -41.0% |
| 6M | -39.2% | +15.0% | -54.2% | -37.3% |
| YTD | +57.9% | +35.0% | +22.9% | +62.7% |
| 1Y | +57.4% | +36.5% | +20.9% | +60.6% |
| All | +57.4% | +37.3% | +20.1% | +60.6% |
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