-37.8%
NFLX vs WELL
+42.4%
-80.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.3% | -5.1% |
| 7D | -4.2% | -0.8% | -3.4% | -4.1% |
| 30D | +5.5% | -0.1% | +5.5% | +5.5% |
| 3M | -4.1% | +18.0% | -22.1% | -5.3% |
| 6M | -20.7% | +15.0% | -35.7% | -21.3% |
| YTD | -16.5% | +28.6% | -45.2% | -17.8% |
| 1Y | -37.8% | +42.9% | -80.7% | -36.8% |
| All | -37.8% | +42.4% | -80.2% | -36.8% |
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