+673.8%
STX vs WELL
+204.0%
+469.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | +14.6% | +0.1% | +14.5% | +14.6% |
| 30D | -26.0% | +5.7% | -31.6% | -25.8% |
| 3M | -42.6% | +4.6% | -47.3% | -42.4% |
| 6M | -35.3% | +11.9% | -47.1% | -35.3% |
| YTD | +92.5% | +33.6% | +58.9% | +83.7% |
| 1Y | +102.4% | +29.8% | +72.6% | +94.5% |
| 3Y | +673.8% | +202.2% | +471.7% | +471.3% |
| All | +673.8% | +204.0% | +469.8% | +471.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling