+9,685.3%
RTX vs WELL
+19,534.7%
-9,849.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -5.1% | +4.4% | -9.6% | -6.6% |
| 30D | +5.1% | +10.8% | -5.7% | +1.5% |
| 3M | -14.8% | +4.2% | -19.0% | -16.2% |
| 6M | +8.0% | +14.0% | -6.0% | +2.8% |
| YTD | +4.5% | +33.4% | -29.0% | -6.0% |
| 1Y | +9.8% | +32.4% | -22.6% | -1.0% |
| 3Y | +144.2% | +194.7% | -50.6% | +65.5% |
| 5Y | +131.4% | +226.5% | -95.0% | +48.7% |
| 10Y | +273.3% | +429.8% | -156.6% | +92.0% |
| All | +9,685.3% | +19,534.7% | -9,849.4% | +2,862.5% |
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