+1,593.1%
T vs WELL
+19,722.2%
-18,129.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.6% |
| 7D | +1.7% | +3.5% | -1.8% | +0.8% |
| 30D | -1.7% | +9.7% | -11.4% | -3.9% |
| 3M | -7.3% | +4.8% | -12.1% | -8.5% |
| 6M | -11.2% | +16.1% | -27.3% | -14.6% |
| YTD | -8.1% | +34.7% | -42.8% | -14.9% |
| 1Y | -8.0% | +31.9% | -39.9% | -14.5% |
| 3Y | +62.1% | +209.9% | -147.7% | +21.8% |
| 5Y | +55.7% | +226.5% | -170.8% | +14.3% |
| 10Y | +54.1% | +455.3% | -401.2% | -6.5% |
| All | +1,593.1% | +19,722.2% | -18,129.1% | +567.6% |
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