+2,898.2%
LITE vs WELL
+451.8%
+2,446.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -1.0% | -17.6% | -18.4% |
| 7D | -44.6% | +5.3% | -49.8% | -45.4% |
| 30D | -55.0% | +8.7% | -63.7% | -56.3% |
| 3M | -38.3% | +3.8% | -42.2% | -39.3% |
| 6M | -48.8% | +15.4% | -64.1% | -51.5% |
| YTD | +38.3% | +33.7% | +4.6% | +25.1% |
| 1Y | +119.0% | +33.6% | +85.3% | +98.0% |
| 3Y | +1,092.0% | +194.2% | +897.8% | +741.4% |
| 5Y | +446.1% | +227.0% | +219.0% | +269.1% |
| 10Y | +1,381.7% | +430.7% | +950.9% | +691.2% |
| All | +2,898.2% | +451.8% | +2,446.4% | +1,400.9% |
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