+46.0%
ON vs WELL
+41.6%
+4.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | -0.2% |
| 7D | -1.9% | -1.1% | -0.8% | -2.0% |
| 30D | -11.0% | +0.7% | -11.8% | -11.0% |
| 3M | -39.3% | +14.5% | -53.9% | -40.0% |
| 6M | +19.8% | +14.4% | +5.4% | +18.2% |
| YTD | +31.1% | +28.5% | +2.6% | +32.0% |
| 1Y | +46.0% | +41.8% | +4.2% | +46.8% |
| All | +46.0% | +41.6% | +4.4% | +46.8% |
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