+243.2%
INTC vs WELL
+356.9%
-113.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.5% |
| 7D | +9.4% | -2.2% | +11.7% | +10.1% |
| 30D | +2.7% | +4.7% | -2.0% | +1.3% |
| 3M | -6.3% | +11.9% | -18.2% | -9.8% |
| 6M | +114.5% | +14.3% | +100.2% | +104.6% |
| YTD | +171.9% | +28.4% | +143.5% | +150.0% |
| 1Y | +305.0% | +42.3% | +262.7% | +260.2% |
| 3Y | +168.3% | +202.6% | -34.2% | +88.1% |
| 5Y | +102.3% | +206.5% | -104.2% | +39.7% |
| All | +243.2% | +356.9% | -113.7% | +98.0% |
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