+111.7%
INTC vs WELL
+215.5%
-103.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.5% | +8.6% | +8.9% |
| 7D | +17.4% | -1.3% | +18.7% | +17.9% |
| 30D | +2.8% | +0.5% | +2.3% | +2.5% |
| 3M | -5.3% | +19.1% | -24.3% | -11.5% |
| 6M | +140.6% | +17.0% | +123.6% | +125.6% |
| YTD | +183.1% | +29.2% | +153.9% | +155.1% |
| 1Y | +326.8% | +42.1% | +284.6% | +269.0% |
| 3Y | +179.4% | +204.5% | -25.1% | +72.2% |
| 5Y | +111.7% | +211.0% | -99.2% | +27.0% |
| All | +111.7% | +215.5% | -103.8% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling