+476.2%
STX vs WELL
+221.0%
+255.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -26.9% |
| 3M | -42.6% | +4.6% | -47.3% | -43.3% |
| 6M | -35.3% | +11.9% | -47.1% | -37.7% |
| YTD | +92.5% | +33.6% | +58.9% | +73.7% |
| 1Y | +102.4% | +29.8% | +72.6% | +84.3% |
| 3Y | +673.8% | +202.2% | +471.7% | +401.4% |
| All | +476.2% | +221.0% | +255.1% | +246.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling