+1,381.0%
NET vs WELL
+248.7%
+1,132.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -3.0% |
| 7D | -16.4% | +9.2% | -25.5% | -17.5% |
| 30D | -25.8% | +10.6% | -36.5% | -27.0% |
| 3M | -11.5% | +7.5% | -19.0% | -12.6% |
| 6M | +18.9% | +15.0% | +3.9% | +15.9% |
| YTD | +35.2% | +35.0% | +0.2% | +28.0% |
| 1Y | +14.5% | +36.5% | -22.0% | +8.0% |
| 3Y | +313.8% | +197.3% | +116.5% | +242.0% |
| 5Y | +32.6% | +247.4% | -214.8% | +6.8% |
| All | +1,381.0% | +248.7% | +1,132.3% | +1,137.9% |
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