+179.9%
INTC vs WELL
+201.2%
-21.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +18.0% | -1.1% | +19.1% | +18.1% |
| 30D | +8.9% | +0.7% | +8.2% | +8.8% |
| 3M | -1.6% | +14.5% | -16.1% | -4.5% |
| 6M | +133.1% | +14.4% | +118.7% | +125.7% |
| YTD | +187.9% | +28.5% | +159.4% | +171.5% |
| 1Y | +334.7% | +41.8% | +292.9% | +298.0% |
| All | +179.9% | +201.2% | -21.3% | +112.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling