+247.9%
SOXX vs WELL
+203.1%
+44.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.4% | -0.2% | +1.6% | +1.5% |
| 30D | -3.6% | +2.3% | -5.9% | -4.2% |
| 3M | -10.2% | +12.3% | -22.4% | -13.8% |
| 6M | +54.2% | +15.6% | +38.7% | +45.8% |
| YTD | +75.2% | +28.3% | +46.9% | +59.4% |
| 1Y | +107.5% | +41.9% | +65.6% | +81.2% |
| 3Y | +226.8% | +198.3% | +28.4% | +104.3% |
| All | +247.9% | +203.1% | +44.8% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling