-5.1%
SPOT vs WELL
+29.0%
-34.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +16.9% | +5.7% | +11.3% | +16.4% |
| 3M | +23.0% | +4.6% | +18.3% | +22.6% |
| 6M | +42.2% | +11.9% | +30.3% | +42.5% |
| YTD | +5.5% | +33.6% | -28.1% | +6.6% |
| 1Y | -5.1% | +29.8% | -34.8% | -4.3% |
| All | -5.1% | +29.0% | -34.1% | -4.3% |
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