+10,266.7%
RTX vs WELL
+18,826.3%
-8,559.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | 0.0% |
| 7D | -5.2% | -0.8% | -4.4% | -4.9% |
| 30D | -9.4% | -0.1% | -9.3% | -9.4% |
| 3M | +12.3% | +18.0% | -5.7% | +5.8% |
| 6M | -3.1% | +15.0% | -18.1% | -8.1% |
| YTD | +10.7% | +28.6% | -17.9% | +1.0% |
| 1Y | +28.4% | +42.9% | -14.5% | +12.8% |
| 3Y | +147.1% | +203.0% | -56.0% | +65.6% |
| 5Y | +167.2% | +206.9% | -39.6% | +75.2% |
| 10Y | +274.7% | +339.5% | -64.8% | +104.4% |
| All | +10,266.7% | +18,826.3% | -8,559.6% | +3,081.3% |
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