+73.4%
NFLX vs WELL
+204.7%
-131.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.3% | -2.0% |
| 7D | -5.0% | -1.3% | -3.7% | -4.7% |
| 30D | +3.5% | +0.5% | +3.0% | +3.5% |
| 3M | -7.1% | +19.1% | -26.2% | -10.0% |
| 6M | -22.5% | +17.0% | -39.4% | -24.6% |
| YTD | -18.1% | +29.2% | -47.3% | -22.1% |
| 1Y | -38.3% | +42.1% | -80.5% | -42.5% |
| 3Y | +73.4% | +204.5% | -131.2% | +49.1% |
| All | +73.4% | +204.7% | -131.4% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling