+417.5%
LIN vs WELL
+423.1%
-5.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | +0.2% | +4.4% | -4.2% | -1.0% |
| 30D | +6.5% | +10.8% | -4.3% | +3.4% |
| 3M | +5.5% | +4.2% | +1.3% | +4.1% |
| 6M | +3.3% | +14.0% | -10.7% | -0.7% |
| YTD | +22.0% | +33.4% | -11.4% | +12.1% |
| 1Y | +25.7% | +32.4% | -6.7% | +15.6% |
| 3Y | +36.2% | +194.7% | -158.5% | -0.5% |
| 5Y | +66.1% | +226.5% | -160.4% | +16.4% |
| All | +417.5% | +423.1% | -5.6% | +218.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling