+338.0%
SMH vs WELL
+211.0%
+127.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +4.3% | -1.1% | +5.5% | +4.6% |
| 30D | +0.9% | +0.7% | +0.1% | +0.6% |
| 3M | -2.8% | +14.5% | -17.3% | -7.1% |
| 6M | +45.6% | +14.4% | +31.2% | +38.7% |
| YTD | +59.5% | +28.5% | +31.0% | +46.0% |
| 1Y | +93.4% | +41.8% | +51.7% | +70.4% |
| 3Y | +287.1% | +202.8% | +84.3% | +147.8% |
| 5Y | +338.0% | +208.8% | +129.2% | +173.7% |
| All | +338.0% | +211.0% | +127.1% | +173.7% |
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