-2.7%
SBUX vs WELL
+215.5%
-218.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.8% | -2.5% |
| 7D | -3.9% | -1.3% | -2.6% | -3.5% |
| 30D | -2.8% | +0.5% | -3.3% | -3.1% |
| 3M | +8.2% | +19.1% | -10.9% | +1.5% |
| 6M | +4.3% | +17.0% | -12.7% | -1.9% |
| YTD | +23.3% | +29.2% | -5.9% | +11.6% |
| 1Y | +24.3% | +42.1% | -17.9% | +8.1% |
| 3Y | +15.5% | +204.5% | -189.1% | -27.3% |
| 5Y | -2.7% | +211.0% | -213.7% | -41.0% |
| All | -2.7% | +215.5% | -218.2% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling