+2,024.1%
LLY vs WELL
+457.6%
+1,566.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +1.6% | +2.7% | -1.1% | +1.2% |
| 30D | +21.5% | +9.8% | +11.6% | +19.7% |
| 3M | +16.4% | +5.8% | +10.7% | +15.4% |
| 6M | +51.5% | +16.2% | +35.3% | +47.9% |
| YTD | +33.9% | +34.9% | -0.9% | +27.6% |
| 1Y | +49.1% | +31.0% | +18.1% | +42.6% |
| 3Y | +144.6% | +205.4% | -60.8% | +107.3% |
| 5Y | +466.3% | +220.8% | +245.5% | +374.2% |
| 10Y | +2,024.1% | +471.8% | +1,552.3% | +1,588.3% |
| All | +2,024.1% | +457.6% | +1,566.6% | +1,588.3% |
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 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