+1,061.7%
SMH vs WELL
+6,252.0%
-5,190.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | -13.8% | +5.7% | -19.5% | -15.7% |
| 3M | -17.4% | +4.6% | -22.0% | -19.1% |
| 6M | -15.0% | +11.9% | -26.8% | -19.6% |
| YTD | +35.2% | +33.6% | +1.6% | +19.3% |
| 1Y | +41.6% | +29.8% | +11.8% | +26.1% |
| 3Y | +215.6% | +202.2% | +13.5% | +100.6% |
| 5Y | +233.2% | +223.2% | +10.0% | +103.7% |
| 10Y | +1,458.7% | +461.7% | +997.0% | +572.0% |
| All | +1,061.7% | +6,252.0% | -5,190.4% | +11.8% |
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