+22.2%
LQD vs WELL
+356.7%
-334.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | -1.3% | +2.3% | -3.6% | -1.5% |
| 3M | -3.2% | +12.3% | -15.5% | -4.1% |
| 6M | -2.1% | +15.6% | -17.7% | -3.4% |
| YTD | -2.4% | +28.3% | -30.7% | -4.4% |
| 1Y | -2.7% | +41.9% | -44.6% | -5.5% |
| 3Y | +14.2% | +198.3% | -184.1% | +4.3% |
| 5Y | -5.8% | +206.4% | -212.2% | -14.6% |
| All | +22.2% | +356.7% | -334.6% | +8.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling