+68.0%
LIN vs WELL
+233.6%
-165.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | +3.6% | +5.3% | -1.7% | +2.1% |
| 30D | +6.4% | +8.7% | -2.3% | +3.7% |
| 3M | +6.5% | +3.8% | +2.7% | +5.1% |
| 6M | +4.9% | +15.4% | -10.5% | +0.1% |
| YTD | +23.4% | +33.7% | -10.2% | +12.3% |
| 1Y | +26.3% | +33.6% | -7.3% | +14.7% |
| 3Y | +38.0% | +194.2% | -156.2% | -4.4% |
| 5Y | +68.0% | +227.0% | -159.0% | +11.5% |
| All | +68.0% | +233.6% | -165.6% | +11.5% |
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 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