+588.0%
STX vs WELL
+195.0%
+393.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -28.5% | +4.4% | -32.9% | -28.3% |
| 30D | -42.9% | +10.8% | -53.7% | -42.8% |
| 3M | -45.9% | +4.2% | -50.1% | -45.8% |
| 6M | -41.3% | +14.0% | -55.3% | -41.6% |
| YTD | +67.9% | +33.4% | +34.5% | +60.2% |
| 1Y | +66.5% | +32.4% | +34.1% | +59.0% |
| 3Y | +588.0% | +194.7% | +393.2% | +409.3% |
| All | +588.0% | +195.0% | +393.0% | +409.3% |
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