+93.6%
STX vs WELL
+29.6%
+64.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.7% |
| 7D | +16.8% | +0.1% | +16.7% | +16.9% |
| 30D | -27.0% | +6.8% | -33.8% | -24.1% |
| 3M | -37.9% | +6.7% | -44.6% | -35.2% |
| 6M | -32.5% | +13.8% | -46.3% | -26.6% |
| YTD | +98.6% | +33.8% | +64.8% | +117.5% |
| 1Y | +93.6% | +29.6% | +64.0% | +112.1% |
| All | +93.6% | +29.6% | +64.0% | +112.1% |
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