+15.5%
SBUX vs WELL
+204.7%
-189.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.8% | -2.5% |
| 7D | -3.9% | -1.3% | -2.6% | -3.6% |
| 30D | -2.8% | +0.5% | -3.3% | -3.0% |
| 3M | +8.2% | +19.1% | -10.9% | +2.8% |
| 6M | +4.3% | +17.0% | -12.7% | -0.7% |
| YTD | +23.3% | +29.2% | -5.9% | +13.7% |
| 1Y | +24.3% | +42.1% | -17.9% | +10.6% |
| 3Y | +15.5% | +204.5% | -189.1% | -24.5% |
| All | +15.5% | +204.7% | -189.3% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling