+270.3%
ORCL vs WELL
+463.2%
-192.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +8.0% | +0.1% | +7.8% | +7.9% |
| 30D | -4.0% | +5.7% | -9.6% | -5.1% |
| 3M | -19.5% | +4.6% | -24.1% | -20.3% |
| 6M | -33.5% | +11.9% | -45.3% | -35.4% |
| YTD | -34.8% | +33.6% | -68.4% | -39.3% |
| 1Y | -41.6% | +29.8% | -71.4% | -45.3% |
| 3Y | +13.8% | +202.2% | -188.4% | -12.6% |
| 5Y | +43.4% | +223.2% | -179.8% | +7.5% |
| All | +270.3% | +463.2% | -192.9% | +148.2% |
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