+10,760.3%
JPM vs WELL
+19,790.6%
-9,030.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.3% |
| 3M | -4.7% | +10.2% | -14.9% | -9.6% |
| 6M | +15.6% | +16.4% | -0.8% | +5.9% |
| YTD | +8.6% | +35.2% | -26.5% | -8.4% |
| 1Y | +10.9% | +30.5% | -19.6% | -5.0% |
| 3Y | +149.9% | +206.1% | -56.2% | +34.7% |
| 5Y | +131.9% | +228.3% | -96.3% | +16.6% |
| 10Y | +481.0% | +468.3% | +12.7% | +85.1% |
| All | +10,760.3% | +19,790.6% | -9,030.3% | +1,375.2% |
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