+921.6%
SMCI vs WELL
+207.6%
+714.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -1.3% | -2.2% | +0.9% | -0.8% |
| 30D | +18.3% | +4.7% | +13.6% | +17.2% |
| 3M | +27.7% | +11.9% | +15.8% | +23.8% |
| 6M | +17.6% | +14.3% | +3.3% | +13.4% |
| YTD | +27.7% | +28.4% | -0.7% | +19.2% |
| 1Y | -14.9% | +42.3% | -57.2% | -23.1% |
| 3Y | +33.2% | +202.6% | -169.4% | -10.6% |
| 5Y | +921.6% | +206.5% | +715.1% | +589.9% |
| All | +921.6% | +207.6% | +714.0% | +589.9% |
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