+2,071.0%
STX vs WELL
+451.0%
+1,620.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.0% | +8.8% | +9.6% |
| 7D | -14.8% | +3.5% | -18.3% | -15.4% |
| 30D | -35.4% | +9.7% | -45.1% | -36.8% |
| 3M | -37.7% | +4.8% | -42.5% | -38.5% |
| 6M | -35.2% | +16.1% | -51.3% | -38.1% |
| YTD | +84.4% | +34.7% | +49.7% | +69.4% |
| 1Y | +82.3% | +31.9% | +50.3% | +68.2% |
| 3Y | +646.2% | +209.9% | +436.4% | +451.0% |
| 5Y | +487.4% | +226.5% | +260.9% | +322.8% |
| 10Y | +2,071.0% | +455.3% | +1,615.8% | +1,315.7% |
| All | +2,071.0% | +451.0% | +1,620.1% | +1,315.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling