+330.2%
RCL vs WELL
+464.2%
-134.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -3.0% | -3.2% |
| 7D | -0.2% | +0.1% | -0.4% | -0.3% |
| 30D | +14.4% | +6.8% | +7.6% | +8.9% |
| 3M | +5.2% | +6.7% | -1.6% | +0.1% |
| 6M | +26.1% | +13.8% | +12.3% | +13.0% |
| YTD | +17.4% | +33.8% | -16.5% | -7.5% |
| 1Y | +24.7% | +29.6% | -5.0% | 0.0% |
| 3Y | +250.9% | +203.1% | +47.8% | +42.6% |
| 5Y | +293.8% | +223.8% | +70.0% | +47.7% |
| All | +330.2% | +464.2% | -134.0% | +24.6% |
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 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