-4.4%
ON vs WELL
+195.0%
-199.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | -11.7% | +4.4% | -16.1% | -11.7% |
| 30D | -23.3% | +10.8% | -34.1% | -23.5% |
| 3M | -19.2% | +4.2% | -23.4% | -19.3% |
| 6M | -40.1% | +14.0% | -54.1% | -41.0% |
| YTD | +16.9% | +33.4% | -16.5% | +12.3% |
| 1Y | +29.7% | +32.4% | -2.7% | +24.4% |
| 3Y | -4.4% | +194.7% | -199.2% | -36.8% |
| All | -4.4% | +195.0% | -199.4% | -36.8% |
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 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