+361.0%
ORLY vs WELL
+356.7%
+4.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.4% | -0.2% | -2.1% | -2.3% |
| 30D | -6.8% | +2.3% | -9.1% | -7.3% |
| 3M | -4.8% | +12.3% | -17.0% | -7.4% |
| 6M | -9.1% | +15.6% | -24.7% | -12.4% |
| YTD | -5.9% | +28.3% | -34.2% | -11.8% |
| 1Y | -20.4% | +41.9% | -62.3% | -27.2% |
| 3Y | +36.6% | +198.3% | -161.8% | +4.0% |
| 5Y | +117.3% | +206.4% | -89.1% | +62.2% |
| All | +361.0% | +356.7% | +4.3% | +198.5% |
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