+51,384.6%
SCHW vs WELL
+18,912.8%
+32,471.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.4% |
| 7D | -1.3% | -1.3% | 0.0% | -0.7% |
| 30D | -0.4% | +0.5% | -0.9% | -0.7% |
| 3M | +21.7% | +19.1% | +2.6% | +12.1% |
| 6M | +13.0% | +17.0% | -4.0% | +4.3% |
| YTD | +8.0% | +29.2% | -21.2% | -5.1% |
| 1Y | +15.8% | +42.1% | -26.3% | -3.0% |
| 3Y | +87.7% | +204.5% | -116.8% | +9.5% |
| 5Y | +59.7% | +211.0% | -151.3% | -9.6% |
| 10Y | +292.9% | +337.6% | -44.7% | +61.9% |
| All | +51,384.6% | +18,912.8% | +32,471.7% | +5,188.2% |
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 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