+23.5%
INTC vs WELL
+226.4%
-202.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -4.0% | +2.7% | -6.7% | -4.7% |
| 30D | -44.5% | +9.8% | -54.3% | -46.1% |
| 3M | -40.4% | +5.8% | -46.2% | -41.6% |
| 6M | -53.5% | +16.2% | -69.7% | -56.2% |
| YTD | +57.5% | +34.9% | +22.7% | +39.8% |
| 1Y | +51.2% | +31.0% | +20.2% | +35.5% |
| 3Y | +51.6% | +205.4% | -153.8% | -6.5% |
| 5Y | +23.5% | +220.8% | -197.4% | -26.3% |
| All | +23.5% | +226.4% | -202.9% | -26.3% |
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