+368.8%
SNXX vs WELL
+29.1%
+339.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.0% | -7.1% |
| 7D | -12.0% | -0.2% | -11.8% | -12.3% |
| 30D | +37.9% | +2.3% | +35.6% | +40.9% |
| 3M | -52.7% | +12.3% | -64.9% | -48.7% |
| 6M | +194.8% | +15.6% | +179.2% | +203.4% |
| All | +368.8% | +29.1% | +339.7% | +358.8% |
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