+46.3%
LLY vs WELL
+31.1%
+15.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +21.5% | +7.8% | +13.8% | +19.5% |
| 3M | +18.5% | +10.2% | +8.2% | +16.1% |
| 6M | +49.1% | +16.4% | +32.7% | +45.6% |
| YTD | +34.4% | +35.2% | -0.8% | +34.7% |
| 1Y | +46.3% | +30.5% | +15.8% | +47.2% |
| All | +46.3% | +31.1% | +15.2% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling