-17.3%
META vs WELL
+42.4%
-59.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.0% |
| 7D | +6.7% | -0.8% | +7.5% | +6.7% |
| 30D | +4.8% | -0.1% | +4.8% | +4.8% |
| 3M | -1.6% | +18.0% | -19.7% | -1.4% |
| 6M | -7.5% | +15.0% | -22.5% | -7.7% |
| YTD | -6.4% | +28.6% | -35.0% | -5.5% |
| 1Y | -17.3% | +42.9% | -60.3% | -9.9% |
| All | -17.3% | +42.4% | -59.8% | -9.9% |
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