+44,521.2%
SBUX vs WELL
+11,263.1%
+33,258.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | +4.9% | +3.0% | +1.9% | +3.9% |
| 30D | +21.2% | +10.2% | +10.9% | +16.9% |
| 3M | +5.7% | +6.1% | -0.5% | +3.2% |
| 6M | +6.0% | +16.6% | -10.6% | -0.1% |
| YTD | +32.9% | +35.3% | -2.4% | +18.1% |
| 1Y | +33.3% | +31.5% | +1.8% | +19.5% |
| 3Y | +13.0% | +206.5% | -193.4% | -26.6% |
| 5Y | +8.8% | +222.0% | -213.1% | -31.7% |
| 10Y | +154.6% | +473.8% | -319.2% | +18.4% |
| All | +44,521.2% | +11,263.1% | +33,258.1% | +12,571.0% |
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 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