+36.1%
ORLY vs WELL
+201.0%
-164.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -2.1% | -2.2% | +0.1% | -1.6% |
| 30D | -7.6% | +4.7% | -12.3% | -8.8% |
| 3M | -5.5% | +11.9% | -17.4% | -8.2% |
| 6M | -9.7% | +14.3% | -24.0% | -12.9% |
| YTD | -6.2% | +28.4% | -34.6% | -12.6% |
| 1Y | -18.6% | +42.3% | -60.9% | -26.4% |
| All | +36.1% | +201.0% | -164.9% | +3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling