-49.4%
ORCL vs WELL
+31.2%
-80.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.2% |
| 7D | -6.5% | +3.0% | -9.6% | -4.9% |
| 30D | -16.6% | +10.2% | -26.8% | -11.4% |
| 3M | -21.6% | +6.1% | -27.7% | -18.7% |
| 6M | -39.4% | +16.6% | -56.0% | -32.1% |
| YTD | -38.7% | +35.3% | -74.0% | -32.3% |
| All | -49.4% | +31.2% | -80.6% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling