+235.3%
INTU vs WELL
+451.0%
-215.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.2% |
| 7D | -3.9% | +3.5% | -7.4% | -4.9% |
| 30D | +11.7% | +9.7% | +2.0% | +8.9% |
| 3M | +4.5% | +4.8% | -0.3% | +3.0% |
| 6M | -13.9% | +16.1% | -30.0% | -17.7% |
| YTD | -48.2% | +34.7% | -82.9% | -53.0% |
| 1Y | -47.1% | +31.9% | -79.1% | -51.8% |
| 3Y | -32.5% | +209.9% | -242.4% | -53.1% |
| 5Y | -42.6% | +226.5% | -269.1% | -61.2% |
| 10Y | +235.3% | +455.3% | -220.0% | +94.4% |
| All | +235.3% | +451.0% | -215.7% | +94.4% |
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