+29.8%
SNOW vs WELL
+351.7%
-321.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -7.5% | -2.2% | -5.3% | -7.2% |
| 30D | -1.3% | +4.7% | -6.0% | -2.0% |
| 3M | +37.4% | +11.9% | +25.5% | +34.9% |
| 6M | +88.1% | +14.3% | +73.8% | +83.0% |
| YTD | +50.3% | +28.4% | +21.9% | +42.3% |
| 1Y | +46.0% | +42.3% | +3.7% | +34.6% |
| 3Y | +98.7% | +202.6% | -103.9% | +54.0% |
| 5Y | +3.5% | +206.5% | -203.0% | -21.7% |
| All | +29.8% | +351.7% | -321.8% | +11.0% |
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 · 6 months rolling