+209.9%
ON vs WELL
+6,185.4%
-5,975.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.0% | +2.0% |
| 7D | +2.4% | -0.8% | +3.2% | +2.8% |
| 30D | -3.3% | -0.1% | -3.2% | -3.4% |
| 3M | -43.6% | +18.0% | -61.6% | -49.1% |
| 6M | +19.0% | +15.0% | +4.0% | +8.7% |
| YTD | +37.4% | +28.6% | +8.7% | +18.3% |
| 1Y | +54.8% | +42.9% | +11.8% | +25.3% |
| 3Y | -25.2% | +203.0% | -228.2% | -60.5% |
| 5Y | +62.7% | +206.9% | -144.2% | -16.3% |
| 10Y | +574.3% | +339.5% | +234.9% | +154.5% |
| All | +209.9% | +6,185.4% | -5,975.5% | -87.9% |
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