+12,808.2%
LMT vs WELL
+19,558.2%
-6,750.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +14.1% | +5.7% | +8.5% | +12.8% |
| 3M | +0.3% | +4.6% | -4.3% | -0.7% |
| 6M | +16.1% | +11.9% | +4.2% | +13.2% |
| YTD | +25.5% | +33.6% | -8.1% | +17.7% |
| 1Y | +34.1% | +29.8% | +4.4% | +26.5% |
| 3Y | +45.1% | +202.2% | -157.1% | +14.0% |
| 5Y | +100.9% | +223.2% | -122.3% | +53.6% |
| 10Y | +199.4% | +461.7% | -262.3% | +93.4% |
| All | +12,808.2% | +19,558.2% | -6,750.0% | +6,087.4% |
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