+2,989.4%
SHOP vs WELL
+340.0%
+2,649.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.3% |
| 7D | -10.6% | -1.1% | -9.5% | -10.4% |
| 30D | -18.3% | +0.7% | -19.0% | -18.5% |
| 3M | +14.8% | +14.5% | +0.3% | +10.9% |
| 6M | -5.0% | +14.4% | -19.4% | -8.7% |
| YTD | -21.2% | +28.5% | -49.7% | -26.8% |
| 1Y | -11.6% | +41.8% | -53.4% | -20.2% |
| 3Y | +101.2% | +202.8% | -101.6% | +47.3% |
| 5Y | -15.7% | +208.8% | -224.5% | -39.2% |
| 10Y | +2,989.4% | +356.5% | +2,632.9% | +2,102.2% |
| All | +2,989.4% | +340.0% | +2,649.4% | +2,102.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling