+9,018.2%
JNJ vs WELL
+19,558.2%
-10,540.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +3.5% | +0.1% | +3.3% | +3.4% |
| 30D | +12.5% | +5.7% | +6.9% | +11.5% |
| 3M | +9.6% | +4.6% | +4.9% | +8.7% |
| 6M | +25.3% | +11.9% | +13.5% | +23.0% |
| YTD | +40.3% | +33.6% | +6.7% | +33.7% |
| 1Y | +49.6% | +29.8% | +19.9% | +43.2% |
| 3Y | +110.8% | +202.2% | -91.4% | +76.0% |
| 5Y | +99.1% | +223.2% | -124.1% | +63.0% |
| 10Y | +216.6% | +461.7% | -245.1% | +126.2% |
| All | +9,018.2% | +19,558.2% | -10,540.0% | +4,187.0% |
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