+125.0%
SBUX vs WELL
+356.9%
-231.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -6.2% | -2.2% | -4.0% | -5.5% |
| 30D | -6.4% | +4.7% | -11.1% | -8.0% |
| 3M | +1.0% | +11.9% | -10.9% | -3.1% |
| 6M | -0.4% | +14.3% | -14.7% | -5.5% |
| YTD | +20.0% | +28.4% | -8.4% | +8.9% |
| 1Y | +22.8% | +42.3% | -19.5% | +7.1% |
| 3Y | +12.3% | +202.6% | -190.3% | -26.4% |
| 5Y | -6.4% | +206.5% | -212.9% | -39.9% |
| All | +125.0% | +356.9% | -231.9% | +19.8% |
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