+54.7%
RSP vs WELL
+202.9%
-148.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | 0.0% |
| 7D | -0.8% | -0.8% | 0.0% | -0.6% |
| 30D | -0.3% | -0.1% | -0.3% | -0.4% |
| 3M | +4.3% | +18.0% | -13.8% | +0.2% |
| 6M | +8.8% | +15.0% | -6.2% | +4.9% |
| YTD | +15.3% | +28.6% | -13.4% | +7.7% |
| 1Y | +18.3% | +42.9% | -24.6% | +6.9% |
| All | +54.7% | +202.9% | -148.2% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling