+131.9%
LITE vs WELL
+31.2%
+100.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.7% |
| 7D | -13.9% | +3.0% | -17.0% | -13.2% |
| 30D | -46.9% | +10.2% | -57.1% | -45.8% |
| 3M | -28.0% | +6.1% | -34.2% | -26.8% |
| 6M | -35.2% | +16.6% | -51.8% | -32.9% |
| YTD | +58.9% | +35.3% | +23.5% | +52.7% |
| All | +131.9% | +31.2% | +100.7% | +129.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling