+73.6%
SLB vs WELL
+225.4%
-151.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +2.6% | +0.1% | +2.4% | +2.5% |
| 30D | +4.4% | +6.8% | -2.4% | +3.0% |
| 3M | -2.7% | +6.7% | -9.5% | -4.1% |
| 6M | -7.5% | +13.8% | -21.4% | -10.2% |
| YTD | +34.8% | +33.8% | +1.0% | +25.7% |
| 1Y | +44.6% | +29.6% | +15.0% | +35.7% |
| 3Y | +3.2% | +203.1% | -199.9% | -25.3% |
| 5Y | +73.6% | +223.8% | -150.3% | +27.0% |
| All | +73.6% | +225.4% | -151.8% | +27.0% |
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