+506.1%
SPCX vs WELL
+125.1%
+381.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | -2.7% |
| 7D | +1.3% | +3.0% | -1.8% | -21.4% |
| 30D | -12.0% | +10.2% | -22.2% | -67.4% |
| 3M | +3.1% | +6.1% | -3.0% | -57.4% |
| 6M | +457.1% | +32.5% | +424.6% | -56.7% |
| YTD | +457.1% | +32.5% | +424.6% | -56.7% |
| 1Y | +457.1% | +32.5% | +424.6% | -56.7% |
| All | +506.1% | +125.1% | +381.0% | -55.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling