+379.0%
RCL vs WELL
+451.0%
-72.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.0% | +2.3% |
| 7D | +5.0% | +3.5% | +1.5% | +2.5% |
| 30D | +19.4% | +9.7% | +9.7% | +11.4% |
| 3M | +5.9% | +4.8% | +1.1% | +2.0% |
| 6M | +23.8% | +16.1% | +7.7% | +9.3% |
| YTD | +22.8% | +34.7% | -11.9% | -3.7% |
| 1Y | +34.3% | +31.9% | +2.3% | +6.4% |
| 3Y | +276.4% | +209.9% | +66.6% | +50.6% |
| 5Y | +281.6% | +226.5% | +55.1% | +42.3% |
| 10Y | +379.0% | +455.3% | -76.3% | +36.8% |
| All | +379.0% | +451.0% | -72.0% | +36.8% |
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