+535.7%
ON vs WELL
+457.6%
+78.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -4.1% | +2.7% | -6.8% | -5.3% |
| 30D | -10.2% | +9.8% | -20.1% | -14.5% |
| 3M | -12.7% | +5.8% | -18.5% | -15.7% |
| 6M | -32.5% | +16.2% | -48.8% | -38.7% |
| YTD | +28.6% | +34.9% | -6.3% | +8.2% |
| 1Y | +43.4% | +31.0% | +12.4% | +22.1% |
| 3Y | +3.3% | +205.4% | -202.1% | -45.5% |
| 5Y | +22.5% | +220.8% | -198.3% | -38.1% |
| 10Y | +535.7% | +471.8% | +63.9% | +107.8% |
| All | +535.7% | +457.6% | +78.1% | +107.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling