+4,601.6%
SNDK vs WELL
+65.1%
+4,536.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | +8.8% | -2.2% | +11.1% | +8.7% |
| 30D | +33.2% | +4.7% | +28.5% | +33.2% |
| 3M | +3.0% | +11.9% | -8.9% | +1.0% |
| 6M | +173.5% | +14.3% | +159.2% | +164.6% |
| YTD | +613.0% | +28.4% | +584.7% | +555.6% |
| 1Y | +2,189.8% | +42.3% | +2,147.5% | +1,909.7% |
| All | +4,601.6% | +65.1% | +4,536.6% | +3,828.4% |
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