+14.4%
SGOV vs WELL
+200.9%
-186.5%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | 0.0% | -0.2% | +0.3% | 0.0% |
| 30D | +0.3% | +2.3% | -2.0% | +0.3% |
| 3M | +0.9% | +12.3% | -11.3% | +0.9% |
| 6M | +1.8% | +15.6% | -13.7% | +1.8% |
| YTD | +2.5% | +28.3% | -25.8% | +2.5% |
| 1Y | +3.8% | +41.9% | -38.1% | +3.8% |
| 3Y | +14.4% | +198.3% | -184.0% | +14.2% |
| All | +14.4% | +200.9% | -186.5% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling