+9,863.9%
INTC vs WELL
+19,790.6%
-9,926.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.6% | +7.6% |
| 7D | +7.3% | +0.1% | +7.2% | +7.3% |
| 30D | -38.3% | +7.8% | -46.1% | -40.0% |
| 3M | -36.0% | +10.2% | -46.3% | -38.3% |
| 6M | -51.7% | +16.4% | -68.1% | -54.6% |
| YTD | +69.4% | +35.2% | +34.2% | +51.2% |
| 1Y | +65.0% | +30.5% | +34.5% | +48.9% |
| 3Y | +63.0% | +206.1% | -143.1% | +9.9% |
| 5Y | +33.4% | +228.3% | -194.9% | -13.1% |
| 10Y | +121.2% | +468.3% | -347.1% | +9.8% |
| All | +9,863.9% | +19,790.6% | -9,926.6% | +2,372.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling