+2,460.3%
SHEL vs WELL
+18,826.3%
-16,366.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.7% | +1.3% |
| 7D | +2.2% | -0.8% | +3.0% | +2.5% |
| 30D | +6.8% | -0.1% | +6.9% | +6.8% |
| 3M | +8.1% | +18.0% | -9.9% | +2.4% |
| 6M | +14.4% | +15.0% | -0.6% | +8.9% |
| YTD | +30.0% | +28.6% | +1.4% | +19.3% |
| 1Y | +33.3% | +42.9% | -9.6% | +18.1% |
| 3Y | +66.4% | +203.0% | -136.6% | +14.7% |
| 5Y | +178.6% | +206.9% | -28.3% | +88.0% |
| 10Y | +198.4% | +339.5% | -141.1% | +69.8% |
| All | +2,460.3% | +18,826.3% | -16,366.0% | +714.0% |
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