+1,449.6%
NET vs WELL
+232.1%
+1,217.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.7% |
| 7D | -7.0% | -0.8% | -6.2% | -6.9% |
| 30D | -4.8% | -0.1% | -4.7% | -4.8% |
| 3M | +3.8% | +18.0% | -14.2% | +1.0% |
| 6M | +50.0% | +15.0% | +35.0% | +46.0% |
| YTD | +41.5% | +28.6% | +12.9% | +35.0% |
| 1Y | +32.8% | +42.9% | -10.1% | +24.2% |
| 3Y | +335.9% | +203.0% | +132.9% | +259.6% |
| 5Y | +113.8% | +206.9% | -93.1% | +74.0% |
| All | +1,449.6% | +232.1% | +1,217.5% | +1,206.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling