-47.5%
INTU vs WELL
+31.8%
-79.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -0.8% |
| 7D | -3.9% | +3.5% | -7.4% | -3.3% |
| 30D | +11.7% | +9.7% | +2.0% | +14.4% |
| 3M | +4.5% | +4.8% | -0.3% | +5.4% |
| 6M | -13.9% | +16.1% | -30.0% | -7.2% |
| YTD | -48.2% | +34.7% | -82.9% | -39.4% |
| All | -47.5% | +31.8% | -79.3% | -38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling