+11,275.8%
LMT vs WELL
+18,826.3%
-7,550.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -1.0% |
| 7D | -6.3% | -0.8% | -5.5% | -6.1% |
| 30D | -8.5% | -0.1% | -8.4% | -8.5% |
| 3M | +1.8% | +18.0% | -16.2% | -1.8% |
| 6M | -19.9% | +15.0% | -34.9% | -22.5% |
| YTD | +10.6% | +28.6% | -18.0% | +4.6% |
| 1Y | +17.9% | +42.9% | -25.0% | +9.0% |
| 3Y | +27.0% | +203.0% | -176.1% | -0.4% |
| 5Y | +68.7% | +206.9% | -138.2% | +30.2% |
| 10Y | +181.1% | +339.5% | -158.4% | +91.0% |
| All | +11,275.8% | +18,826.3% | -7,550.5% | +5,398.2% |
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 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