+111.9%
INTC vs WELL
+463.2%
-351.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | -39.2% | +5.7% | -44.9% | -40.3% |
| 3M | -42.9% | +4.6% | -47.6% | -43.9% |
| 6M | -50.4% | +11.9% | -62.3% | -52.5% |
| YTD | +61.7% | +33.6% | +28.1% | +46.4% |
| 1Y | +66.1% | +29.8% | +36.4% | +51.7% |
| 3Y | +58.1% | +202.2% | -144.0% | +10.5% |
| 5Y | +27.9% | +223.2% | -195.4% | -13.5% |
| All | +111.9% | +463.2% | -351.2% | +18.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling