+291.6%
KLAC vs WELL
+203.0%
+88.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.4% | +1.8% |
| 7D | +10.6% | -1.3% | +11.9% | +10.7% |
| 30D | -4.5% | +0.5% | -5.0% | -4.6% |
| 3M | -10.3% | +19.1% | -29.3% | -13.3% |
| 6M | +40.9% | +17.0% | +23.9% | +36.2% |
| YTD | +56.1% | +29.2% | +26.9% | +47.3% |
| 1Y | +109.0% | +42.1% | +66.9% | +92.2% |
| All | +291.6% | +203.0% | +88.7% | +172.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling