+67.7%
T vs WELL
+207.3%
-139.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.3% |
| 7D | -1.3% | -0.8% | -0.5% | -1.0% |
| 30D | +11.4% | -0.1% | +11.4% | +11.3% |
| 3M | +14.3% | +18.0% | -3.7% | +8.5% |
| 6M | -9.3% | +15.0% | -24.3% | -13.4% |
| YTD | +7.1% | +28.6% | -21.5% | -1.4% |
| 1Y | -9.1% | +42.9% | -52.0% | -19.2% |
| 3Y | +105.3% | +203.0% | -97.7% | +43.4% |
| All | +67.7% | +207.3% | -139.7% | +16.0% |
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