+38.5%
SLB vs WELL
+32.5%
+6.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.4% | -0.9% |
| 7D | -4.3% | +3.0% | -7.3% | -3.9% |
| 30D | +1.9% | +10.2% | -8.3% | +3.3% |
| 3M | -5.7% | +6.1% | -11.8% | -4.9% |
| 6M | -5.3% | +16.6% | -22.0% | -2.4% |
| YTD | +32.2% | +35.3% | -3.2% | +44.5% |
| 1Y | +38.5% | +31.5% | +7.0% | +49.4% |
| All | +38.5% | +32.5% | +6.0% | +49.4% |
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