-4.5%
SLB vs WELL
+195.0%
-199.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -7.1% | +4.4% | -11.5% | -7.3% |
| 30D | +4.1% | +10.8% | -6.7% | +3.5% |
| 3M | -2.6% | +4.2% | -6.9% | -2.9% |
| 6M | -8.6% | +14.0% | -22.6% | -9.2% |
| YTD | +32.2% | +33.4% | -1.2% | +29.0% |
| 1Y | +40.7% | +32.4% | +8.2% | +37.1% |
| 3Y | -4.5% | +194.7% | -199.3% | -23.3% |
| All | -4.5% | +195.0% | -199.5% | -23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling