+251.6%
ORCL vs WELL
+451.0%
-199.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.0% |
| 7D | +0.5% | +3.5% | -3.0% | -0.1% |
| 30D | -15.3% | +9.7% | -25.0% | -16.8% |
| 3M | -18.2% | +4.8% | -23.0% | -19.1% |
| 6M | -38.4% | +16.1% | -54.5% | -40.7% |
| YTD | -37.7% | +34.7% | -72.4% | -42.1% |
| 1Y | -49.3% | +31.9% | -81.2% | -52.6% |
| 3Y | +10.6% | +209.9% | -199.2% | -15.3% |
| 5Y | +35.5% | +226.5% | -191.0% | +1.5% |
| 10Y | +251.6% | +455.3% | -203.7% | +135.7% |
| All | +251.6% | +451.0% | -199.4% | +135.7% |
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