+1.7%
SPGI vs WELL
+31.8%
-30.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.6% |
| 7D | -0.9% | +3.5% | -4.4% | -1.0% |
| 30D | +15.5% | +9.7% | +5.8% | +15.2% |
| 3M | +15.7% | +4.8% | +10.9% | +15.3% |
| 6M | +19.1% | +16.1% | +3.0% | +20.1% |
| YTD | -4.1% | +34.7% | -38.8% | +2.1% |
| All | +1.7% | +31.8% | -30.1% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling