+52.0%
SNOW vs WELL
+42.4%
+9.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.4% | -6.3% |
| 7D | +2.8% | -0.8% | +3.6% | +2.4% |
| 30D | +6.4% | -0.1% | +6.5% | +6.4% |
| 3M | +38.1% | +18.0% | +20.1% | +52.8% |
| 6M | +100.4% | +15.0% | +85.4% | +119.0% |
| YTD | +53.7% | +28.6% | +25.1% | +72.3% |
| 1Y | +52.0% | +42.9% | +9.0% | +77.2% |
| All | +52.0% | +42.4% | +9.5% | +77.2% |
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