-8.3%
PYPL vs WELL
+31.8%
-40.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.4% |
| 7D | +2.2% | +3.5% | -1.3% | +2.2% |
| 30D | +8.1% | +9.7% | -1.6% | +8.4% |
| 3M | +1.9% | +4.8% | -2.9% | +2.0% |
| 6M | +33.1% | +16.1% | +17.0% | +34.8% |
| YTD | +3.8% | +34.7% | -30.9% | +6.7% |
| All | -8.3% | +31.8% | -40.2% | -5.9% |
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