+79.1%
META vs WELL
+233.6%
-154.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -2.9% | -3.6% |
| 7D | -3.1% | +5.3% | -8.4% | -5.0% |
| 30D | -18.1% | +8.7% | -26.8% | -20.8% |
| 3M | +2.9% | +3.8% | -1.0% | +1.2% |
| 6M | +0.2% | +15.4% | -15.2% | -5.8% |
| YTD | -8.1% | +33.7% | -41.8% | -19.3% |
| 1Y | -4.5% | +33.6% | -38.2% | -16.2% |
| 3Y | +94.2% | +194.2% | -100.0% | +10.2% |
| 5Y | +79.1% | +227.0% | -147.9% | -6.6% |
| All | +79.1% | +233.6% | -154.5% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling