+432.9%
SNXX vs WELL
+29.4%
+403.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.1% | +25.4% | +21.2% |
| 7D | +34.9% | -0.8% | +35.7% | +34.4% |
| 30D | +52.5% | -0.1% | +52.6% | +51.4% |
| 3M | -41.3% | +18.0% | -59.4% | -37.0% |
| 6M | +293.8% | +15.0% | +278.8% | +309.1% |
| All | +432.9% | +29.4% | +403.5% | +422.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling