+30.3%
SCHD vs WELL
+42.4%
-12.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.5% |
| 7D | -0.3% | -0.8% | +0.5% | -0.2% |
| 30D | +3.4% | -0.1% | +3.5% | +3.5% |
| 3M | +7.6% | +18.0% | -10.4% | +5.6% |
| 6M | +12.2% | +15.0% | -2.8% | +10.3% |
| YTD | +29.0% | +28.6% | +0.3% | +25.2% |
| 1Y | +30.3% | +42.9% | -12.6% | +23.2% |
| All | +30.3% | +42.4% | -12.1% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling