+52,899.3%
NFLX vs WELL
+2,904.6%
+49,994.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +2.1% | +4.4% | -2.3% | +1.0% |
| 30D | -9.0% | +10.8% | -19.8% | -11.6% |
| 3M | -14.0% | +4.2% | -18.2% | -14.9% |
| 6M | -28.2% | +14.0% | -42.2% | -30.9% |
| YTD | -32.4% | +33.4% | -65.8% | -37.8% |
| 1Y | -42.2% | +32.4% | -74.6% | -46.8% |
| 3Y | +45.9% | +194.7% | -148.9% | +6.7% |
| 5Y | -1.8% | +226.5% | -228.3% | -31.2% |
| 10Y | +419.6% | +429.8% | -10.2% | +179.9% |
| All | +52,899.3% | +2,904.6% | +49,994.8% | +11,566.4% |
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