+252.8%
SPOT vs WELL
+473.5%
-220.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.1% | -0.2% | -2.8% | -3.0% |
| 30D | +7.4% | +2.3% | +5.1% | +6.9% |
| 3M | +8.2% | +12.3% | -4.1% | +5.7% |
| 6M | +2.2% | +15.6% | -13.4% | -0.9% |
| YTD | -9.5% | +28.3% | -37.8% | -14.2% |
| 1Y | -23.8% | +41.9% | -65.8% | -29.4% |
| 3Y | +233.5% | +198.3% | +35.1% | +165.3% |
| 5Y | +112.2% | +206.4% | -94.2% | +66.4% |
| All | +252.8% | +473.5% | -220.7% | +152.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling