+1,579.9%
T vs WELL
+19,534.7%
-17,954.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +1.0% | +4.4% | -3.4% | 0.0% |
| 30D | -10.6% | +10.8% | -21.4% | -12.9% |
| 3M | -7.7% | +4.2% | -12.0% | -8.8% |
| 6M | -13.3% | +14.0% | -27.3% | -16.3% |
| YTD | -8.8% | +33.4% | -42.2% | -15.4% |
| 1Y | -8.4% | +32.4% | -40.8% | -14.9% |
| 3Y | +59.6% | +194.7% | -135.1% | +21.4% |
| 5Y | +52.1% | +226.5% | -174.4% | +11.7% |
| 10Y | +56.9% | +429.8% | -373.0% | -3.8% |
| All | +1,579.9% | +19,534.7% | -17,954.8% | +563.9% |
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