+42,297.2%
SBUX vs WELL
+10,698.6%
+31,598.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.5% |
| 7D | -3.1% | -0.8% | -2.3% | -2.9% |
| 30D | -0.9% | -0.1% | -0.8% | -0.9% |
| 3M | +11.6% | +18.0% | -6.4% | +4.8% |
| 6M | +8.8% | +15.0% | -6.2% | +2.8% |
| YTD | +26.3% | +28.6% | -2.3% | +14.4% |
| 1Y | +23.1% | +42.9% | -19.8% | +7.0% |
| 3Y | +15.0% | +203.0% | -188.1% | -25.1% |
| 5Y | +0.4% | +206.9% | -206.5% | -35.9% |
| 10Y | +130.7% | +339.5% | -208.8% | +18.3% |
| All | +42,297.2% | +10,698.6% | +31,598.6% | +12,173.4% |
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