+5,083.9%
LITE vs WELL
+431.0%
+4,652.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.1% | +4.6% |
| 7D | -1.5% | -0.8% | -0.7% | -1.4% |
| 30D | +6.7% | -0.1% | +6.7% | +6.6% |
| 3M | -6.8% | +18.0% | -24.8% | -11.9% |
| 6M | +29.4% | +15.0% | +14.4% | +23.0% |
| YTD | +139.1% | +28.6% | +110.5% | +119.8% |
| 1Y | +521.0% | +42.9% | +478.1% | +451.9% |
| 3Y | +1,535.3% | +203.0% | +1,332.3% | +1,048.5% |
| 5Y | +889.8% | +206.9% | +683.0% | +584.0% |
| 10Y | +2,400.7% | +339.5% | +2,061.2% | +1,327.1% |
| All | +5,083.9% | +431.0% | +4,652.9% | +2,535.7% |
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