+60.3%
SCHD vs WELL
+207.6%
-147.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.1% | -2.2% | -0.9% | -2.5% |
| 30D | -0.8% | +4.7% | -5.5% | -2.0% |
| 3M | +6.2% | +11.9% | -5.7% | +2.9% |
| 6M | +11.8% | +14.3% | -2.5% | +7.5% |
| YTD | +26.0% | +28.4% | -2.4% | +17.0% |
| 1Y | +28.1% | +42.3% | -14.2% | +15.3% |
| 3Y | +54.6% | +202.6% | -148.0% | +9.5% |
| 5Y | +60.3% | +206.5% | -146.2% | +12.3% |
| All | +60.3% | +207.6% | -147.2% | +12.3% |
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