+145.0%
SBUX vs WELL
+463.2%
-318.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +14.8% | +5.7% | +9.2% | +12.6% |
| 3M | -0.8% | +4.6% | -5.4% | -2.5% |
| 6M | +2.2% | +11.9% | -9.6% | -2.1% |
| YTD | +29.5% | +33.6% | -4.1% | +15.8% |
| 1Y | +27.0% | +29.8% | -2.7% | +14.7% |
| 3Y | +10.9% | +202.2% | -191.2% | -27.3% |
| 5Y | +7.4% | +223.2% | -215.8% | -32.4% |
| All | +145.0% | +463.2% | -318.2% | +27.1% |
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