+433.2%
SNDK vs WELL
+37.3%
+395.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.8% | -10.7% | -6.2% |
| 7D | -26.2% | +9.2% | -35.3% | -22.1% |
| 30D | -39.1% | +10.6% | -49.8% | -35.2% |
| 3M | -27.3% | +7.5% | -34.8% | -23.5% |
| 6M | -17.4% | +15.0% | -32.4% | -11.3% |
| YTD | +337.0% | +35.0% | +302.0% | +326.5% |
| 1Y | +433.2% | +36.5% | +396.7% | +306.1% |
| All | +433.2% | +37.3% | +395.9% | +306.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling