-14.0%
SNPS vs WELL
+204.6%
-218.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.3% | -5.1% |
| 7D | -11.0% | -0.8% | -10.2% | -10.9% |
| 30D | -1.7% | -0.1% | -1.7% | -1.8% |
| 3M | -20.4% | +18.0% | -38.4% | -22.8% |
| 6M | -8.6% | +15.0% | -23.6% | -11.0% |
| YTD | -16.2% | +28.6% | -44.8% | -21.2% |
| 1Y | -34.6% | +42.9% | -77.5% | -41.1% |
| All | -14.0% | +204.6% | -218.6% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling