+475.2%
TEAM vs WELL
+335.2%
+140.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.5% | -7.4% | -7.0% |
| 7D | -5.7% | -1.3% | -4.4% | -5.5% |
| 30D | +18.3% | +0.5% | +17.8% | +18.2% |
| 3M | +80.2% | +19.1% | +61.1% | +75.5% |
| 6M | +111.0% | +17.0% | +94.0% | +104.9% |
| YTD | +8.8% | +29.2% | -20.4% | +3.5% |
| 1Y | +2.2% | +42.1% | -40.0% | -4.7% |
| 3Y | -14.6% | +204.5% | -219.2% | -31.1% |
| 5Y | -53.8% | +211.0% | -264.8% | -63.1% |
| 10Y | +475.2% | +337.6% | +137.6% | +385.5% |
| All | +475.2% | +335.2% | +140.0% | +385.5% |
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