-4.7%
SHOP vs WELL
+30.8%
-35.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -2.5% | +0.1% | -2.5% | -2.5% |
| 30D | -16.7% | +7.8% | -24.5% | -16.4% |
| 3M | -2.2% | +10.2% | -12.4% | -1.6% |
| 6M | +45.6% | +16.4% | +29.2% | +49.8% |
| YTD | -7.3% | +35.2% | -42.4% | -3.9% |
| All | -4.7% | +30.8% | -35.5% | -0.7% |
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