+14,631.7%
SPGI vs WELL
+19,596.0%
-4,964.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | +14.3% | +6.8% | +7.5% | +11.8% |
| 3M | +14.5% | +6.7% | +7.8% | +12.0% |
| 6M | +17.3% | +13.8% | +3.5% | +12.0% |
| YTD | -4.6% | +33.8% | -38.4% | -14.2% |
| 1Y | +0.8% | +29.6% | -28.9% | -8.5% |
| 3Y | +28.8% | +203.1% | -174.3% | -12.7% |
| 5Y | +14.0% | +223.8% | -209.9% | -25.2% |
| 10Y | +332.5% | +462.8% | -130.3% | +115.3% |
| All | +14,631.7% | +19,596.0% | -4,964.2% | +3,998.6% |
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