+448.0%
SNXX vs WELL
+29.2%
+418.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +2.2% |
| 7D | +27.3% | -1.1% | +28.4% | +26.2% |
| 30D | +89.3% | +0.7% | +88.5% | +89.7% |
| 3M | -29.6% | +14.5% | -44.1% | -23.7% |
| 6M | +324.4% | +14.4% | +310.0% | +343.9% |
| All | +448.0% | +29.2% | +418.7% | +437.1% |
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