+308.8%
SPOT vs WELL
+504.1%
-195.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -3.0% | +0.1% | -3.0% | -3.0% |
| 30D | +15.2% | +7.8% | +7.4% | +13.6% |
| 3M | +21.6% | +10.2% | +11.3% | +19.3% |
| 6M | +45.2% | +16.4% | +28.8% | +40.7% |
| YTD | +4.9% | +35.2% | -30.3% | -1.6% |
| 1Y | -4.8% | +30.5% | -35.2% | -10.1% |
| 3Y | +256.3% | +206.1% | +50.2% | +182.1% |
| 5Y | +120.2% | +228.3% | -108.1% | +70.7% |
| All | +308.8% | +504.1% | -195.3% | +189.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling