-8.3%
SHOP vs WELL
+43.5%
-51.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.5% | -8.0% | -7.5% |
| 7D | -4.1% | -1.3% | -2.8% | -4.2% |
| 30D | -11.5% | +0.5% | -12.0% | -11.5% |
| 3M | +21.1% | +19.1% | +2.0% | +26.3% |
| 6M | +3.0% | +17.0% | -14.0% | +7.0% |
| YTD | -16.7% | +29.2% | -45.9% | -13.2% |
| 1Y | -8.3% | +42.1% | -50.4% | -1.8% |
| All | -8.3% | +43.5% | -51.8% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling