+574.2%
SNPS vs WELL
+340.0%
+234.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -5.5% | -1.1% | -4.3% | -5.2% |
| 30D | -4.5% | +0.7% | -5.2% | -4.7% |
| 3M | -15.5% | +14.5% | -30.0% | -18.5% |
| 6M | -10.1% | +14.4% | -24.5% | -13.5% |
| YTD | -16.3% | +28.5% | -44.8% | -22.0% |
| 1Y | -34.9% | +41.8% | -76.7% | -41.1% |
| 3Y | -14.4% | +202.8% | -217.2% | -36.5% |
| 5Y | +17.9% | +208.8% | -190.9% | -13.9% |
| 10Y | +574.2% | +356.5% | +217.7% | +336.0% |
| All | +574.2% | +340.0% | +234.2% | +336.0% |
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