-11.7%
SPCX vs WELL
+17.0%
-28.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.0% | +4.9% | +6.2% |
| 7D | +4.2% | +3.5% | +0.7% | +5.9% |
| 30D | -12.6% | +9.7% | -22.3% | -8.7% |
| 3M | +6.7% | +4.8% | +1.9% | +8.2% |
| All | -11.7% | +17.0% | -28.7% | -1.1% |
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 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 · Available span rolling