+1,127.7%
RSP vs WELL
+2,510.2%
-1,382.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.3% |
| 7D | -0.8% | -0.8% | 0.0% | -0.5% |
| 30D | -0.3% | -0.1% | -0.3% | -0.4% |
| 3M | +4.3% | +18.0% | -13.8% | -2.8% |
| 6M | +8.8% | +15.0% | -6.2% | +2.1% |
| YTD | +15.3% | +28.6% | -13.4% | +3.3% |
| 1Y | +18.3% | +42.9% | -24.6% | +1.3% |
| 3Y | +52.8% | +203.0% | -150.2% | -4.8% |
| 5Y | +51.7% | +206.9% | -155.2% | -7.7% |
| 10Y | +208.5% | +339.5% | -131.0% | +44.9% |
| All | +1,127.7% | +2,510.2% | -1,382.5% | +133.4% |
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