+631.8%
TEAM vs WELL
+467.3%
+164.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.2% | -16.0% | -16.1% |
| 7D | -19.8% | +4.4% | -24.3% | -20.3% |
| 30D | -21.5% | +10.8% | -32.3% | -22.7% |
| 3M | +39.5% | +4.2% | +35.3% | +38.5% |
| 6M | +73.1% | +14.0% | +59.1% | +69.1% |
| YTD | -5.2% | +33.4% | -38.6% | -10.3% |
| 1Y | -1.6% | +32.4% | -34.0% | -6.8% |
| 3Y | -11.4% | +194.7% | -206.2% | -27.9% |
| 5Y | -65.1% | +226.5% | -291.5% | -72.2% |
| 10Y | +471.3% | +429.8% | +41.5% | +326.3% |
| All | +631.8% | +467.3% | +164.5% | +503.3% |
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