+1,770.3%
SMCI vs WELL
+356.7%
+1,413.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -0.2% | +1.5% | +1.4% |
| 30D | +6.6% | +2.3% | +4.3% | +5.9% |
| 3M | +25.4% | +12.3% | +13.2% | +20.9% |
| 6M | +26.1% | +15.6% | +10.6% | +20.3% |
| YTD | +37.0% | +28.3% | +8.7% | +26.5% |
| 1Y | -8.8% | +41.9% | -50.7% | -18.5% |
| 3Y | +44.6% | +198.3% | -153.7% | +1.1% |
| 5Y | +995.9% | +206.4% | +789.5% | +650.2% |
| All | +1,770.3% | +356.7% | +1,413.6% | +1,000.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling