+24,538.0%
ORCL vs WELL
+19,534.7%
+5,003.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -11.2% | +4.4% | -15.6% | -12.3% |
| 30D | -18.8% | +10.8% | -29.6% | -21.4% |
| 3M | -18.8% | +4.2% | -23.0% | -20.0% |
| 6M | -39.7% | +14.0% | -53.7% | -42.8% |
| YTD | -39.6% | +33.4% | -73.1% | -45.7% |
| 1Y | -51.7% | +32.4% | -84.2% | -56.5% |
| 3Y | +10.2% | +194.7% | -184.5% | -23.2% |
| 5Y | +30.8% | +226.5% | -195.6% | -13.1% |
| 10Y | +252.1% | +429.8% | -177.8% | +80.6% |
| All | +24,538.0% | +19,534.7% | +5,003.3% | +5,654.1% |
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