+2,595.5%
SHEL vs WELL
+19,790.6%
-17,195.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.9% | +0.1% | -4.0% | -4.0% |
| 30D | -3.7% | +7.8% | -11.5% | -6.0% |
| 3M | +9.1% | +10.2% | -1.2% | +5.7% |
| 6M | +16.7% | +16.4% | +0.3% | +10.7% |
| YTD | +36.8% | +35.2% | +1.7% | +23.5% |
| 1Y | +31.8% | +30.5% | +1.3% | +20.1% |
| 3Y | +67.9% | +206.1% | -138.2% | +15.5% |
| 5Y | +163.3% | +228.3% | -64.9% | +74.0% |
| 10Y | +210.7% | +468.3% | -257.6% | +64.4% |
| All | +2,595.5% | +19,790.6% | -17,195.1% | +742.6% |
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