+53,441.7%
ORLY vs WELL
+8,262.7%
+45,179.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.7% | -2.4% |
| 7D | -2.3% | -1.3% | -1.0% | -2.0% |
| 30D | -8.2% | +0.5% | -8.7% | -8.4% |
| 3M | -3.5% | +19.1% | -22.6% | -8.2% |
| 6M | -9.2% | +17.0% | -26.2% | -13.4% |
| YTD | -5.8% | +29.2% | -35.0% | -12.7% |
| 1Y | -19.3% | +42.1% | -61.4% | -27.2% |
| 3Y | +34.4% | +204.5% | -170.1% | -2.7% |
| 5Y | +117.8% | +211.0% | -93.1% | +54.0% |
| 10Y | +356.9% | +337.6% | +19.3% | +169.3% |
| All | +53,441.7% | +8,262.7% | +45,179.0% | +15,572.1% |
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