+17.2%
LMT vs WELL
+41.7%
-24.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -0.5% | -2.2% | +1.7% | -0.2% |
| 30D | -10.8% | +4.7% | -15.5% | -11.5% |
| 3M | +1.6% | +11.9% | -10.3% | 0.0% |
| 6M | -17.6% | +14.3% | -31.8% | -19.0% |
| YTD | +11.6% | +28.4% | -16.8% | +7.4% |
| 1Y | +17.2% | +42.3% | -25.1% | +10.0% |
| All | +17.2% | +41.7% | -24.4% | +10.0% |
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