+361.3%
LIN vs WELL
+338.0%
+23.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.4% |
| 7D | -2.1% | -0.8% | -1.3% | -1.9% |
| 30D | -2.4% | -0.1% | -2.3% | -2.5% |
| 3M | -5.6% | +18.0% | -23.6% | -9.9% |
| 6M | -3.4% | +15.0% | -18.4% | -7.4% |
| YTD | +13.1% | +28.6% | -15.5% | +5.0% |
| 1Y | +2.5% | +42.9% | -40.5% | -7.8% |
| 3Y | +27.6% | +203.0% | -175.4% | -7.6% |
| 5Y | +63.0% | +206.9% | -143.8% | +16.0% |
| All | +361.3% | +338.0% | +23.2% | +198.7% |
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