+1,817.6%
SMH vs WELL
+356.7%
+1,460.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | -2.8% | +2.3% | -5.1% | -3.4% |
| 3M | -6.7% | +12.3% | -19.0% | -10.1% |
| 6M | +41.8% | +15.6% | +26.2% | +35.0% |
| YTD | +57.9% | +28.3% | +29.6% | +45.8% |
| 1Y | +87.6% | +41.9% | +45.7% | +67.9% |
| 3Y | +282.9% | +198.3% | +84.6% | +172.0% |
| 5Y | +330.4% | +206.4% | +124.0% | +199.5% |
| All | +1,817.6% | +356.7% | +1,460.9% | +1,000.5% |
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