-68.1%
RGTI vs WELL
+37.3%
-105.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +2.6% |
| 7D | -9.6% | +9.2% | -18.7% | -5.2% |
| 30D | -26.0% | +10.6% | -36.6% | -21.9% |
| 3M | -35.8% | +7.5% | -43.3% | -33.0% |
| 6M | -36.7% | +15.0% | -51.7% | -30.4% |
| YTD | -49.4% | +35.0% | -84.4% | -44.9% |
| 1Y | -68.1% | +36.5% | -104.6% | -68.5% |
| All | -68.1% | +37.3% | -105.4% | -68.5% |
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