+62.8%
META vs WELL
+207.3%
-144.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.7% |
| 7D | +6.7% | -0.8% | +7.5% | +7.0% |
| 30D | +4.8% | -0.1% | +4.8% | +4.7% |
| 3M | -1.6% | +18.0% | -19.7% | -8.1% |
| 6M | -7.5% | +15.0% | -22.5% | -13.0% |
| YTD | -6.4% | +28.6% | -35.0% | -16.2% |
| 1Y | -17.3% | +42.9% | -60.3% | -29.7% |
| 3Y | +109.9% | +203.0% | -93.1% | +18.6% |
| All | +62.8% | +207.3% | -144.5% | -13.2% |
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