+4,901.1%
SNPS vs WELL
+10,158.6%
-5,257.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.3% | -4.9% |
| 7D | -11.0% | -0.8% | -10.2% | -10.8% |
| 30D | -1.7% | -0.1% | -1.7% | -1.8% |
| 3M | -20.4% | +18.0% | -38.4% | -24.1% |
| 6M | -8.6% | +15.0% | -23.6% | -12.6% |
| YTD | -16.2% | +28.6% | -44.8% | -22.3% |
| 1Y | -34.6% | +42.9% | -77.5% | -41.2% |
| 3Y | -14.5% | +203.0% | -217.5% | -37.6% |
| 5Y | +17.0% | +206.9% | -189.9% | -15.8% |
| 10Y | +560.0% | +339.5% | +220.6% | +300.1% |
| All | +4,901.1% | +10,158.6% | -5,257.5% | +1,373.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling