+286.7%
SMH vs WELL
+204.7%
+82.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.2% |
| 7D | +5.2% | -1.3% | +6.5% | +5.3% |
| 30D | -1.5% | +0.5% | -2.1% | -1.6% |
| 3M | -4.1% | +19.1% | -23.2% | -6.4% |
| 6M | +50.8% | +17.0% | +33.8% | +47.3% |
| YTD | +59.3% | +29.2% | +30.1% | +52.7% |
| 1Y | +94.1% | +42.1% | +51.9% | +81.9% |
| 3Y | +286.7% | +204.5% | +82.2% | +187.8% |
| All | +286.7% | +204.7% | +82.0% | +187.8% |
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 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