-2.6%
LQD vs WELL
+42.2%
-44.8%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -1.1% | -2.2% | +1.2% | -1.0% |
| 30D | -1.1% | +4.7% | -5.8% | -1.2% |
| 3M | -2.3% | +11.9% | -14.3% | -2.8% |
| 6M | -2.9% | +14.3% | -17.2% | -3.5% |
| YTD | -2.3% | +28.4% | -30.7% | -3.3% |
| All | -2.6% | +42.2% | -44.8% | -3.9% |
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