+53.9%
RGTI vs WELL
+252.6%
-198.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.5% |
| 7D | +2.5% | -1.1% | +3.6% | +2.8% |
| 30D | -13.7% | +0.7% | -14.4% | -13.9% |
| 3M | -22.6% | +14.5% | -37.1% | -26.2% |
| 6M | -13.4% | +14.4% | -27.8% | -17.9% |
| YTD | -31.2% | +28.5% | -59.7% | -37.8% |
| 1Y | -7.6% | +41.8% | -49.4% | -19.9% |
| 3Y | +669.7% | +202.8% | +466.9% | +332.6% |
| 5Y | +57.0% | +208.8% | -151.8% | -17.4% |
| All | +53.9% | +252.6% | -198.7% | -19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling