+452.1%
KLAC vs WELL
+211.0%
+241.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.1% |
| 7D | +6.2% | -1.1% | +7.3% | +6.5% |
| 30D | -5.0% | +0.7% | -5.7% | -5.3% |
| 3M | -14.4% | +14.5% | -28.9% | -18.3% |
| 6M | +28.3% | +14.4% | +13.9% | +21.9% |
| YTD | +51.1% | +28.5% | +22.6% | +38.0% |
| 1Y | +100.4% | +41.8% | +58.6% | +76.5% |
| 3Y | +276.3% | +202.8% | +73.5% | +143.3% |
| 5Y | +452.1% | +208.8% | +243.3% | +253.2% |
| All | +452.1% | +211.0% | +241.1% | +253.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling