+73.2%
STX vs WELL
+31.8%
+41.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.0% | +8.8% | +10.3% |
| 7D | -14.8% | +3.5% | -18.3% | -13.1% |
| 30D | -35.4% | +9.7% | -45.1% | -31.8% |
| 3M | -37.7% | +4.8% | -42.5% | -35.6% |
| 6M | -35.2% | +16.1% | -51.3% | -29.5% |
| YTD | +84.4% | +34.7% | +49.7% | +102.7% |
| All | +73.2% | +31.8% | +41.3% | +87.5% |
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