+14,609.4%
SPGI vs WELL
+19,534.7%
-4,925.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +0.3% | +4.4% | -4.2% | -1.1% |
| 30D | +18.4% | +10.8% | +7.6% | +14.4% |
| 3M | +15.7% | +4.2% | +11.5% | +14.0% |
| 6M | +17.3% | +14.0% | +3.3% | +11.9% |
| YTD | -4.7% | +33.4% | -38.2% | -14.2% |
| 1Y | +1.8% | +32.4% | -30.6% | -8.2% |
| 3Y | +31.7% | +194.7% | -163.0% | -9.9% |
| 5Y | +12.1% | +226.5% | -214.4% | -26.7% |
| 10Y | +341.9% | +429.8% | -87.9% | +124.4% |
| All | +14,609.4% | +19,534.7% | -4,925.3% | +3,996.5% |
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