+240.0%
SPOT vs WELL
+204.7%
+35.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.6% |
| 7D | -2.9% | -1.3% | -1.5% | -2.6% |
| 30D | +8.3% | +0.5% | +7.8% | +8.2% |
| 3M | +5.1% | +19.1% | -14.0% | +1.3% |
| 6M | -6.5% | +17.0% | -23.4% | -9.8% |
| YTD | -9.0% | +29.2% | -38.2% | -14.7% |
| 1Y | -26.4% | +42.1% | -68.6% | -33.4% |
| 3Y | +240.0% | +204.5% | +35.5% | +126.9% |
| All | +240.0% | +204.7% | +35.3% | +126.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling