+958.5%
SLB vs WELL
+18,826.3%
-17,867.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.9% |
| 7D | +0.8% | -0.8% | +1.6% | +1.1% |
| 30D | +15.8% | -0.1% | +15.9% | +15.6% |
| 3M | -0.3% | +18.0% | -18.4% | -6.9% |
| 6M | +21.3% | +15.0% | +6.3% | +14.1% |
| YTD | +52.3% | +28.6% | +23.7% | +36.9% |
| 1Y | +63.6% | +42.9% | +20.7% | +40.8% |
| 3Y | +3.8% | +203.0% | -199.3% | -34.3% |
| 5Y | +128.6% | +206.9% | -78.2% | +41.3% |
| 10Y | -3.1% | +339.5% | -342.5% | -50.6% |
| All | +958.5% | +18,826.3% | -17,867.8% | +218.2% |
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