+13,845.6%
SPGI vs WELL
+18,826.3%
-4,980.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -0.9% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | +8.4% | -0.1% | +8.5% | +8.4% |
| 3M | +11.8% | +18.0% | -6.2% | +5.8% |
| 6M | +5.7% | +15.0% | -9.3% | +0.4% |
| YTD | -9.7% | +28.6% | -38.3% | -17.6% |
| 1Y | -12.5% | +42.9% | -55.4% | -23.1% |
| 3Y | +21.8% | +203.0% | -181.2% | -17.4% |
| 5Y | +8.2% | +206.9% | -198.7% | -27.9% |
| 10Y | +309.5% | +339.5% | -30.0% | +121.4% |
| All | +13,845.6% | +18,826.3% | -4,980.6% | +3,834.9% |
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