+274.2%
RCL vs WELL
+195.0%
+79.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | +6.5% | +4.4% | +2.1% | +5.7% |
| 30D | +15.9% | +10.8% | +5.1% | +13.4% |
| 3M | +2.7% | +4.2% | -1.5% | +1.7% |
| 6M | +15.2% | +14.0% | +1.2% | +11.7% |
| YTD | +19.2% | +33.4% | -14.2% | +10.8% |
| 1Y | +31.6% | +32.4% | -0.8% | +22.1% |
| 3Y | +274.2% | +194.7% | +79.4% | +170.4% |
| All | +274.2% | +195.0% | +79.2% | +170.4% |
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