+2,550.6%
SOXX vs WELL
+3,534.9%
-984.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.5% |
| 3M | -10.2% | +12.3% | -22.4% | -14.7% |
| 6M | +54.2% | +15.6% | +38.7% | +44.0% |
| YTD | +75.2% | +28.3% | +46.9% | +57.1% |
| 1Y | +107.5% | +41.9% | +65.6% | +78.3% |
| 3Y | +226.8% | +198.3% | +28.4% | +106.9% |
| 5Y | +251.2% | +206.4% | +44.8% | +116.9% |
| 10Y | +1,567.6% | +356.0% | +1,211.7% | +677.8% |
| All | +2,550.6% | +3,534.9% | -984.3% | +207.0% |
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