+10,742.2%
JPM vs WELL
+19,596.0%
-8,853.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +3.4% | +6.8% | -3.4% | -0.1% |
| 3M | -5.7% | +6.7% | -12.4% | -9.0% |
| 6M | +13.5% | +13.8% | -0.3% | +5.2% |
| YTD | +8.4% | +33.8% | -25.4% | -8.1% |
| 1Y | +9.1% | +29.6% | -20.6% | -6.2% |
| 3Y | +149.5% | +203.1% | -53.6% | +35.1% |
| 5Y | +132.6% | +223.8% | -91.2% | +17.8% |
| 10Y | +480.0% | +462.8% | +17.3% | +85.7% |
| All | +10,742.2% | +19,596.0% | -8,853.7% | +1,380.1% |
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