+123.8%
STX vs WELL
+37.3%
+86.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.8% | -11.0% | -6.6% |
| 7D | -20.2% | +9.2% | -29.3% | -16.3% |
| 30D | -37.2% | +10.6% | -47.8% | -33.5% |
| 3M | -34.1% | +7.5% | -41.5% | -31.0% |
| 6M | -24.5% | +15.0% | -39.5% | -17.8% |
| YTD | +102.9% | +35.0% | +67.9% | +118.9% |
| 1Y | +123.8% | +36.5% | +87.3% | +110.8% |
| All | +123.8% | +37.3% | +86.5% | +110.8% |
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