-43.5%
NFLX vs WELL
+32.5%
-76.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.5% | -1.2% |
| 7D | -0.3% | +3.0% | -3.3% | -1.0% |
| 30D | -10.0% | +10.2% | -20.2% | -11.9% |
| 3M | -17.1% | +6.1% | -23.2% | -18.2% |
| 6M | -27.7% | +16.6% | -44.3% | -29.4% |
| YTD | -32.5% | +35.3% | -67.9% | -36.1% |
| 1Y | -43.5% | +31.5% | -75.0% | -46.1% |
| All | -43.5% | +32.5% | -76.0% | -46.1% |
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 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