+3,676.0%
STX vs WELL
+335.2%
+3,340.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +6.0% | +6.4% |
| 7D | +10.7% | -1.3% | +12.1% | +11.0% |
| 30D | +11.3% | +0.5% | +10.8% | +11.1% |
| 3M | +3.2% | +19.1% | -15.9% | -1.6% |
| 6M | +157.0% | +17.0% | +140.0% | +145.4% |
| YTD | +229.2% | +29.2% | +200.0% | +206.1% |
| 1Y | +381.8% | +42.1% | +339.7% | +336.3% |
| 3Y | +1,383.2% | +204.5% | +1,178.6% | +1,000.7% |
| 5Y | +1,144.9% | +211.0% | +933.9% | +806.6% |
| 10Y | +3,676.0% | +337.6% | +3,338.4% | +2,383.9% |
| All | +3,676.0% | +335.2% | +3,340.8% | +2,383.9% |
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