-0.3%
SPOT vs WELL
+37.3%
-37.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.8% | +1.8% | +4.3% |
| 7D | +16.6% | +9.2% | +7.4% | +15.6% |
| 30D | +29.9% | +10.6% | +19.3% | +29.1% |
| 3M | +31.3% | +7.5% | +23.8% | +30.7% |
| 6M | +43.2% | +15.0% | +28.2% | +43.3% |
| YTD | +8.1% | +35.0% | -27.0% | +8.8% |
| 1Y | -0.3% | +36.5% | -36.8% | -8.6% |
| All | -0.3% | +37.3% | -37.6% | -8.6% |
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 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