-1.4%
TEAM vs WELL
+29.0%
-30.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.3% |
| 30D | -26.7% | +5.7% | -32.4% | -23.6% |
| 3M | -9.6% | +4.6% | -14.3% | -6.3% |
| 6M | +86.0% | +11.9% | +74.2% | +107.7% |
| YTD | -7.5% | +33.6% | -41.1% | +25.1% |
| 1Y | -1.4% | +29.8% | -31.1% | +32.5% |
| All | -1.4% | +29.0% | -30.4% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling