+8,652.1%
STX vs WELL
+2,869.2%
+5,782.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -28.5% | +4.4% | -32.9% | -29.6% |
| 30D | -42.9% | +10.8% | -53.7% | -45.2% |
| 3M | -45.9% | +4.2% | -50.1% | -47.1% |
| 6M | -41.3% | +14.0% | -55.3% | -45.1% |
| YTD | +67.9% | +33.4% | +34.5% | +47.6% |
| 1Y | +66.5% | +32.4% | +34.1% | +46.5% |
| 3Y | +588.0% | +194.7% | +393.2% | +342.1% |
| 5Y | +449.1% | +226.5% | +222.6% | +233.6% |
| 10Y | +1,982.8% | +429.8% | +1,553.0% | +807.5% |
| All | +8,652.1% | +2,869.2% | +5,782.9% | +1,397.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling