+4,495.9%
SMCI vs WELL
+1,185.8%
+3,310.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +9.7% | -1.3% | +11.0% | +10.2% |
| 30D | +29.3% | +0.5% | +28.8% | +29.1% |
| 3M | -8.5% | +19.1% | -27.6% | -15.3% |
| 6M | +28.6% | +17.0% | +11.6% | +20.0% |
| YTD | +37.5% | +29.2% | +8.3% | +23.2% |
| 1Y | +0.5% | +42.1% | -41.6% | -13.6% |
| 3Y | +43.4% | +204.5% | -161.1% | -10.6% |
| 5Y | +1,008.2% | +211.0% | +797.2% | +570.3% |
| 10Y | +1,776.0% | +337.6% | +1,438.4% | +774.5% |
| All | +4,495.9% | +1,185.8% | +3,310.1% | +1,064.8% |
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