+32.8%
NET vs WELL
+42.4%
-9.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -2.6% |
| 7D | -7.0% | -0.8% | -6.2% | -7.2% |
| 30D | -4.8% | -0.1% | -4.7% | -4.9% |
| 3M | +3.8% | +18.0% | -14.2% | +11.2% |
| 6M | +50.0% | +15.0% | +35.0% | +58.2% |
| YTD | +41.5% | +28.6% | +12.9% | +50.6% |
| 1Y | +32.8% | +42.9% | -10.1% | +44.3% |
| All | +32.8% | +42.4% | -9.6% | +44.3% |
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