+1,358.0%
LITE vs WELL
+204.0%
+1,154.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | +10.8% | +0.1% | +10.7% | +10.8% |
| 30D | -33.4% | +5.7% | -39.1% | -33.8% |
| 3M | -32.2% | +4.6% | -36.9% | -32.6% |
| 6M | -42.1% | +11.9% | -53.9% | -43.0% |
| YTD | +61.9% | +33.6% | +28.3% | +50.2% |
| 1Y | +163.0% | +29.8% | +133.2% | +146.1% |
| 3Y | +1,358.0% | +202.2% | +1,155.9% | +879.3% |
| All | +1,358.0% | +204.0% | +1,154.0% | +879.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling