+443.6%
TEAM vs WELL
+463.2%
-19.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -26.7% | +5.7% | -32.4% | -27.3% |
| 3M | -9.6% | +4.6% | -14.3% | -10.3% |
| 6M | +86.0% | +11.9% | +74.2% | +82.5% |
| YTD | -7.5% | +33.6% | -41.1% | -12.4% |
| 1Y | -1.4% | +29.8% | -31.1% | -6.2% |
| 3Y | -14.3% | +202.2% | -216.5% | -30.4% |
| 5Y | -66.3% | +223.2% | -289.5% | -73.1% |
| All | +443.6% | +463.2% | -19.5% | +326.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling