+55.6%
RGTI vs WELL
+203.2%
-147.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.1% | -2.2% | +2.1% | +0.5% |
| 30D | -16.2% | +4.7% | -20.9% | -17.3% |
| 3M | -22.0% | +11.9% | -34.0% | -25.3% |
| 6M | -10.8% | +14.3% | -25.1% | -15.7% |
| YTD | -31.6% | +28.4% | -59.9% | -38.6% |
| 1Y | -6.4% | +42.3% | -48.7% | -19.8% |
| 3Y | +665.7% | +202.6% | +463.1% | +306.7% |
| All | +55.6% | +203.2% | -147.6% | -23.1% |
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