+8,682.5%
JNJ vs WELL
+18,826.3%
-10,143.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.8% |
| 7D | +2.7% | -0.8% | +3.5% | +2.8% |
| 30D | +7.4% | -0.1% | +7.5% | +7.4% |
| 3M | +21.2% | +18.0% | +3.2% | +18.1% |
| 6M | +13.4% | +15.0% | -1.6% | +10.8% |
| YTD | +35.1% | +28.6% | +6.5% | +29.7% |
| 1Y | +57.4% | +42.9% | +14.5% | +48.4% |
| 3Y | +86.8% | +203.0% | -116.2% | +55.8% |
| 5Y | +80.8% | +206.9% | -126.1% | +49.2% |
| 10Y | +202.7% | +339.5% | -136.7% | +125.3% |
| All | +8,682.5% | +18,826.3% | -10,143.8% | +4,056.5% |
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