-95.2%
SNDQ vs WELL
+18.2%
-113.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.9% | +6.9% |
| 7D | +11.6% | -0.2% | +11.9% | +12.3% |
| 30D | -45.1% | +2.3% | -47.4% | -47.9% |
| 3M | -68.6% | +12.3% | -80.9% | -73.2% |
| All | -95.2% | +18.2% | -113.4% | -96.1% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling