-8.4%
TEAM vs WELL
+204.6%
-213.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.6% | -2.7% |
| 7D | -0.4% | -0.8% | +0.4% | -0.5% |
| 30D | +67.3% | -0.1% | +67.4% | +67.2% |
| 3M | +86.8% | +18.0% | +68.7% | +88.5% |
| 6M | +146.8% | +15.0% | +131.8% | +148.1% |
| YTD | +16.9% | +28.6% | -11.7% | +14.5% |
| 1Y | +12.8% | +42.9% | -30.1% | +6.2% |
| All | -8.4% | +204.6% | -213.0% | -37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling