+4,437.1%
SNDK vs WELL
+65.0%
+4,372.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -6.1% | -0.2% | -5.9% | -6.1% |
| 30D | +21.5% | +2.3% | +19.2% | +21.5% |
| 3M | -13.2% | +12.3% | -25.5% | -15.0% |
| 6M | +149.2% | +15.6% | +133.6% | +140.0% |
| YTD | +588.1% | +28.3% | +559.8% | +532.7% |
| 1Y | +1,837.5% | +41.9% | +1,795.6% | +1,602.3% |
| All | +4,437.1% | +65.0% | +4,372.1% | +3,690.8% |
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 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