+2,049.9%
LLY vs WELL
+475.0%
+1,575.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +21.5% | +7.8% | +13.8% | +20.1% |
| 3M | +18.5% | +10.2% | +8.2% | +16.6% |
| 6M | +49.1% | +16.4% | +32.7% | +45.5% |
| YTD | +34.4% | +35.2% | -0.8% | +28.0% |
| 1Y | +46.3% | +30.5% | +15.8% | +40.0% |
| 3Y | +145.5% | +206.1% | -60.6% | +107.9% |
| 5Y | +472.7% | +228.3% | +244.4% | +378.2% |
| 10Y | +2,049.9% | +468.3% | +1,581.6% | +1,609.2% |
| All | +2,049.9% | +475.0% | +1,575.0% | +1,609.2% |
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