+215.7%
RSP vs WELL
+475.0%
-259.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +4.4% | +7.8% | -3.3% | +1.9% |
| 3M | +1.3% | +10.2% | -9.0% | -2.0% |
| 6M | +10.0% | +16.4% | -6.4% | +4.2% |
| YTD | +17.6% | +35.2% | -17.5% | +5.8% |
| 1Y | +19.2% | +30.5% | -11.2% | +8.4% |
| 3Y | +66.0% | +206.1% | -140.0% | +12.5% |
| 5Y | +50.4% | +228.3% | -177.8% | -1.7% |
| 10Y | +215.7% | +468.3% | -252.7% | +72.2% |
| All | +215.7% | +475.0% | -259.3% | +72.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling