+334.3%
SPGI vs WELL
+451.0%
-116.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.4% |
| 7D | -0.9% | +3.5% | -4.4% | -1.9% |
| 30D | +15.5% | +9.7% | +5.8% | +12.2% |
| 3M | +15.7% | +4.8% | +10.9% | +13.9% |
| 6M | +19.1% | +16.1% | +3.0% | +13.3% |
| YTD | -4.1% | +34.7% | -38.8% | -13.5% |
| 1Y | +1.2% | +31.9% | -30.7% | -8.3% |
| 3Y | +31.6% | +209.9% | -178.3% | -10.5% |
| 5Y | +12.4% | +226.5% | -214.1% | -25.7% |
| 10Y | +334.3% | +455.3% | -121.0% | +140.4% |
| All | +334.3% | +451.0% | -116.7% | +140.4% |
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