-2.9%
SHOP vs WELL
+227.0%
-229.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | -5.4% | +4.4% | -9.9% | -7.1% |
| 30D | -10.3% | +10.8% | -21.1% | -14.0% |
| 3M | +1.0% | +4.2% | -3.2% | -0.9% |
| 6M | +41.2% | +14.0% | +27.2% | +32.9% |
| YTD | -7.5% | +33.4% | -40.9% | -19.8% |
| 1Y | -4.6% | +32.4% | -37.0% | -17.1% |
| 3Y | +146.4% | +194.7% | -48.3% | +32.3% |
| All | -2.9% | +227.0% | -229.9% | -51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling