+20,705.6%
LLY vs WELL
+19,534.7%
+1,170.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -4.5% | +4.4% | -8.9% | -5.3% |
| 30D | +13.9% | +10.8% | +3.1% | +11.6% |
| 3M | +13.8% | +4.2% | +9.5% | +12.7% |
| 6M | +37.6% | +14.0% | +23.6% | +33.8% |
| YTD | +26.6% | +33.4% | -6.8% | +19.0% |
| 1Y | +45.3% | +32.4% | +12.9% | +36.8% |
| 3Y | +132.2% | +194.7% | -62.5% | +85.9% |
| 5Y | +434.7% | +226.5% | +208.2% | +315.4% |
| 10Y | +2,084.3% | +429.8% | +1,654.5% | +1,337.7% |
| All | +20,705.6% | +19,534.7% | +1,170.9% | +9,879.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling