+490.8%
LITE vs WELL
+227.0%
+263.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.2% | +5.8% | +5.7% |
| 7D | -35.9% | +4.4% | -40.4% | -36.6% |
| 30D | -51.5% | +10.8% | -62.3% | -52.9% |
| 3M | -35.7% | +4.2% | -39.9% | -36.6% |
| 6M | -43.0% | +14.0% | -57.0% | -45.4% |
| YTD | +46.1% | +33.4% | +12.7% | +32.7% |
| 1Y | +124.7% | +32.4% | +92.3% | +104.5% |
| 3Y | +1,172.1% | +194.7% | +977.3% | +782.5% |
| All | +490.8% | +227.0% | +263.8% | +317.3% |
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 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