+1,533.3%
LITE vs WELL
+451.0%
+1,082.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.0% | +9.7% | +10.4% |
| 7D | -12.9% | +3.5% | -16.4% | -13.7% |
| 30D | -46.0% | +9.7% | -55.7% | -47.6% |
| 3M | -33.0% | +4.8% | -37.8% | -34.2% |
| 6M | -34.0% | +16.1% | -50.1% | -37.7% |
| YTD | +61.7% | +34.7% | +27.0% | +46.3% |
| 1Y | +148.3% | +31.9% | +116.4% | +125.8% |
| 3Y | +1,408.5% | +209.9% | +1,198.6% | +952.3% |
| 5Y | +546.2% | +226.5% | +319.6% | +339.2% |
| 10Y | +1,533.3% | +455.3% | +1,078.0% | +761.0% |
| All | +1,533.3% | +451.0% | +1,082.3% | +761.0% |
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