+13,111.6%
LMT vs WELL
+19,790.6%
-6,678.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.3% | +1.2% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | +19.2% | +7.8% | +11.4% | +17.3% |
| 3M | +2.7% | +10.2% | -7.5% | +0.6% |
| 6M | +20.6% | +16.4% | +4.3% | +16.6% |
| YTD | +28.4% | +35.2% | -6.8% | +20.1% |
| 1Y | +36.9% | +30.5% | +6.5% | +29.0% |
| 3Y | +48.5% | +206.1% | -157.5% | +16.4% |
| 5Y | +107.6% | +228.3% | -120.7% | +58.2% |
| 10Y | +206.5% | +468.3% | -261.9% | +97.4% |
| All | +13,111.6% | +19,790.6% | -6,678.9% | +6,217.3% |
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