+818.8%
SLB vs WELL
+19,534.7%
-18,715.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -7.1% | +4.4% | -11.5% | -8.6% |
| 30D | +4.1% | +10.8% | -6.7% | -0.1% |
| 3M | -2.6% | +4.2% | -6.9% | -4.6% |
| 6M | -8.6% | +14.0% | -22.6% | -13.7% |
| YTD | +32.2% | +33.4% | -1.2% | +16.9% |
| 1Y | +40.7% | +32.4% | +8.2% | +24.5% |
| 3Y | -4.5% | +194.7% | -199.3% | -38.9% |
| 5Y | +66.4% | +226.5% | -160.1% | +0.3% |
| 10Y | -15.1% | +429.8% | -444.9% | -59.5% |
| All | +818.8% | +19,534.7% | -18,715.9% | +171.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling