+1,545.2%
LLY vs WELL
+335.2%
+1,210.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.3% |
| 7D | -3.1% | -1.3% | -1.8% | -2.9% |
| 30D | -5.1% | +0.5% | -5.6% | -5.2% |
| 3M | -2.1% | +19.1% | -21.1% | -4.7% |
| 6M | +13.8% | +17.0% | -3.1% | +11.0% |
| YTD | +5.1% | +29.2% | -24.1% | +0.8% |
| 1Y | +53.1% | +42.1% | +11.0% | +44.8% |
| 3Y | +95.6% | +204.5% | -108.9% | +66.3% |
| 5Y | +361.5% | +211.0% | +150.5% | +289.0% |
| 10Y | +1,545.2% | +337.6% | +1,207.6% | +1,280.6% |
| All | +1,545.2% | +335.2% | +1,210.0% | +1,280.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling