+11,518.3%
LIN vs WELL
+10,703.8%
+814.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | +3.6% | +5.3% | -1.7% | +2.0% |
| 30D | +6.4% | +8.7% | -2.3% | +3.6% |
| 3M | +6.5% | +3.8% | +2.7% | +5.0% |
| 6M | +4.9% | +15.4% | -10.5% | -0.1% |
| YTD | +23.4% | +33.7% | -10.2% | +11.9% |
| 1Y | +26.3% | +33.6% | -7.3% | +14.4% |
| 3Y | +38.0% | +194.2% | -156.2% | -3.3% |
| 5Y | +68.0% | +227.0% | -159.0% | +12.3% |
| 10Y | +437.1% | +430.7% | +6.4% | +181.7% |
| All | +11,518.3% | +10,703.8% | +814.5% | +3,373.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling