+43,429.5%
SBUX vs WELL
+11,137.8%
+32,291.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.0% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +16.6% | +6.8% | +9.8% | +13.8% |
| 3M | -0.6% | +6.7% | -7.3% | -3.0% |
| 6M | +1.8% | +13.8% | -12.0% | -3.2% |
| YTD | +29.7% | +33.8% | -4.2% | +15.7% |
| 1Y | +26.1% | +29.6% | -3.6% | +13.6% |
| 3Y | +10.3% | +203.1% | -192.8% | -28.1% |
| 5Y | +7.6% | +223.8% | -216.2% | -32.6% |
| 10Y | +146.7% | +462.8% | -316.0% | +15.6% |
| All | +43,429.5% | +11,137.8% | +32,291.7% | +12,311.9% |
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