+379.6%
META vs WELL
+338.0%
+41.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.5% |
| 7D | +6.7% | -0.8% | +7.5% | +6.9% |
| 30D | +4.8% | -0.1% | +4.8% | +4.7% |
| 3M | -1.6% | +18.0% | -19.7% | -6.2% |
| 6M | -7.5% | +15.0% | -22.5% | -11.3% |
| YTD | -6.4% | +28.6% | -35.0% | -13.1% |
| 1Y | -17.3% | +42.9% | -60.3% | -25.6% |
| 3Y | +109.9% | +203.0% | -93.1% | +51.4% |
| 5Y | +65.4% | +206.9% | -141.5% | +17.7% |
| All | +379.6% | +338.0% | +41.6% | +213.0% |
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