+16,011.1%
STX vs WELL
+2,762.1%
+13,249.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.1% | +8.4% | +7.1% |
| 7D | +2.4% | -0.8% | +3.2% | +2.6% |
| 30D | +1.4% | -0.1% | +1.5% | +1.3% |
| 3M | -8.2% | +18.0% | -26.2% | -14.7% |
| 6M | +127.0% | +15.0% | +112.0% | +112.7% |
| YTD | +209.1% | +28.6% | +180.5% | +176.9% |
| 1Y | +365.4% | +42.9% | +322.5% | +299.4% |
| 3Y | +1,135.4% | +203.0% | +932.4% | +688.7% |
| 5Y | +991.5% | +206.9% | +784.6% | +580.0% |
| 10Y | +3,695.8% | +339.5% | +3,356.3% | +1,708.3% |
| All | +16,011.1% | +2,762.1% | +13,249.0% | +2,710.1% |
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 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