-40.1%
ON vs WELL
+15.2%
-55.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.4% |
| 7D | -11.7% | +4.4% | -16.1% | -8.9% |
| 30D | -23.3% | +10.8% | -34.1% | -17.3% |
| 3M | -19.2% | +4.2% | -23.4% | -16.5% |
| 6M | -40.1% | +14.0% | -54.1% | -29.5% |
| All | -40.1% | +15.2% | -55.3% | -29.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling