-8.1%
SNPS vs WELL
+195.0%
-203.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | -3.7% | +4.4% | -8.1% | -4.0% |
| 30D | -10.4% | +10.8% | -21.2% | -11.3% |
| 3M | +11.0% | +4.2% | +6.7% | +10.5% |
| 6M | -10.7% | +14.0% | -24.7% | -12.2% |
| YTD | -4.1% | +33.4% | -37.5% | -9.9% |
| 1Y | +13.7% | +32.4% | -18.7% | +6.7% |
| 3Y | -8.1% | +194.7% | -202.8% | -34.5% |
| All | -8.1% | +195.0% | -203.0% | -34.5% |
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 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