+220.8%
SOXX vs WELL
+201.0%
+19.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.7% | -2.7% |
| 7D | +3.0% | -2.2% | +5.3% | +3.2% |
| 30D | -3.1% | +4.7% | -7.8% | -3.5% |
| 3M | -4.4% | +11.9% | -16.3% | -6.0% |
| 6M | +52.9% | +14.3% | +38.6% | +49.4% |
| YTD | +72.0% | +28.4% | +43.6% | +64.0% |
| 1Y | +105.1% | +42.3% | +62.8% | +90.4% |
| All | +220.8% | +201.0% | +19.8% | +127.9% |
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 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