+2,006.3%
LLY vs WELL
+451.0%
+1,555.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +4.1% |
| 7D | +0.1% | +3.5% | -3.4% | -0.5% |
| 30D | +19.7% | +9.7% | +10.0% | +18.0% |
| 3M | +19.3% | +4.8% | +14.5% | +18.3% |
| 6M | +49.3% | +16.1% | +33.3% | +45.8% |
| YTD | +32.0% | +34.7% | -2.7% | +25.8% |
| 1Y | +53.7% | +31.9% | +21.8% | +46.9% |
| 3Y | +143.7% | +209.9% | -66.1% | +106.2% |
| 5Y | +463.9% | +226.5% | +237.4% | +371.4% |
| 10Y | +2,006.3% | +455.3% | +1,551.1% | +1,594.2% |
| All | +2,006.3% | +451.0% | +1,555.4% | +1,594.2% |
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