+112.6%
SPOT vs WELL
+211.0%
-98.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -6.5% | -1.1% | -5.4% | -6.1% |
| 30D | +2.2% | +0.7% | +1.4% | +1.9% |
| 3M | +5.4% | +14.5% | -9.1% | +0.6% |
| 6M | -4.0% | +14.4% | -18.4% | -8.8% |
| YTD | -9.9% | +28.5% | -38.4% | -18.3% |
| 1Y | -27.3% | +41.8% | -69.0% | -36.8% |
| 3Y | +236.4% | +202.8% | +33.6% | +108.5% |
| 5Y | +112.6% | +208.8% | -96.2% | +26.0% |
| All | +112.6% | +211.0% | -98.4% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling