+10.9%
JPM vs WELL
+31.1%
-20.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | +2.7% | +7.8% | -5.1% | +2.1% |
| 3M | -4.7% | +10.2% | -14.9% | -5.4% |
| 6M | +15.6% | +16.4% | -0.8% | +14.0% |
| YTD | +8.6% | +35.2% | -26.5% | +7.7% |
| 1Y | +10.9% | +30.5% | -19.6% | +10.0% |
| All | +10.9% | +31.1% | -20.2% | +10.0% |
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 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