+234.8%
RCL vs WELL
+207.3%
+27.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.7% |
| 7D | -5.1% | -0.8% | -4.3% | -4.8% |
| 30D | -19.0% | -0.1% | -18.9% | -19.0% |
| 3M | -9.6% | +18.0% | -27.6% | -16.4% |
| 6M | -6.7% | +15.0% | -21.7% | -13.2% |
| YTD | -3.9% | +28.6% | -32.5% | -15.5% |
| 1Y | -25.1% | +42.9% | -68.0% | -37.9% |
| 3Y | +179.1% | +203.0% | -23.9% | +49.0% |
| All | +234.8% | +207.3% | +27.5% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling