+1,253.2%
SMH vs WELL
+6,015.5%
-4,762.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +3.4% |
| 7D | +2.5% | -0.8% | +3.3% | +2.8% |
| 30D | -0.5% | -0.1% | -0.4% | -0.6% |
| 3M | -9.6% | +18.0% | -27.7% | -15.9% |
| 6M | +42.1% | +15.0% | +27.1% | +33.3% |
| YTD | +57.4% | +28.6% | +28.8% | +41.4% |
| 1Y | +96.2% | +42.9% | +53.3% | +68.8% |
| 3Y | +267.9% | +203.0% | +64.9% | +133.9% |
| 5Y | +327.7% | +206.9% | +120.8% | +166.6% |
| 10Y | +1,764.6% | +339.5% | +1,425.2% | +795.5% |
| All | +1,253.2% | +6,015.5% | -4,762.3% | +32.5% |
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 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