+691.2%
SNPS vs WELL
+451.0%
+240.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.4% |
| 7D | +0.2% | +3.5% | -3.3% | -0.6% |
| 30D | -8.4% | +9.7% | -18.1% | -10.5% |
| 3M | +12.3% | +4.8% | +7.5% | +10.8% |
| 6M | -9.6% | +16.1% | -25.7% | -13.3% |
| YTD | -0.6% | +34.7% | -35.3% | -8.6% |
| 1Y | +18.7% | +31.9% | -13.2% | +9.6% |
| 3Y | -7.6% | +209.9% | -217.4% | -31.8% |
| 5Y | +34.1% | +226.5% | -192.4% | -3.4% |
| 10Y | +691.2% | +455.3% | +235.9% | +383.5% |
| All | +691.2% | +451.0% | +240.2% | +383.5% |
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