+219.1%
JNJ vs WELL
+464.2%
-245.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | +4.1% | +0.1% | +4.0% | +4.1% |
| 30D | +14.0% | +6.8% | +7.2% | +12.9% |
| 3M | +9.2% | +6.7% | +2.5% | +8.1% |
| 6M | +27.8% | +13.8% | +14.0% | +25.3% |
| YTD | +39.2% | +33.8% | +5.4% | +33.3% |
| 1Y | +49.1% | +29.6% | +19.5% | +43.4% |
| 3Y | +109.7% | +203.1% | -93.4% | +79.0% |
| 5Y | +97.6% | +223.8% | -126.3% | +65.9% |
| All | +219.1% | +464.2% | -245.1% | +153.6% |
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