+225.3%
SMH vs WELL
+204.6%
+20.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | -0.1% | -1.0% |
| 7D | +12.1% | +0.1% | +11.9% | +12.1% |
| 30D | -14.7% | +6.8% | -21.5% | -14.7% |
| 3M | -14.2% | +6.7% | -20.9% | -14.2% |
| 6M | -10.6% | +13.8% | -24.4% | -11.0% |
| YTD | +39.3% | +33.8% | +5.5% | +34.8% |
| 1Y | +41.6% | +29.6% | +11.9% | +37.6% |
| All | +225.3% | +204.6% | +20.7% | +159.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling