+365.4%
STX vs WELL
+42.4%
+323.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.1% | +8.4% | +5.6% |
| 7D | +2.4% | -0.8% | +3.2% | +2.1% |
| 30D | +1.4% | -0.1% | +1.5% | +1.2% |
| 3M | -8.2% | +18.0% | -26.2% | -4.5% |
| 6M | +127.0% | +15.0% | +112.0% | +134.1% |
| YTD | +209.1% | +28.6% | +180.5% | +223.7% |
| 1Y | +365.4% | +42.9% | +322.5% | +386.5% |
| All | +365.4% | +42.4% | +323.0% | +386.5% |
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