+607.6%
TEAM vs WELL
+473.4%
+134.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -22.2% | +2.7% | -24.9% | -22.5% |
| 30D | -28.1% | +9.8% | -38.0% | -29.1% |
| 3M | -2.2% | +5.8% | -7.9% | -3.1% |
| 6M | +62.2% | +16.2% | +46.0% | +58.1% |
| YTD | -8.4% | +34.9% | -43.2% | -13.4% |
| 1Y | -6.6% | +31.0% | -37.6% | -11.4% |
| 3Y | -15.7% | +205.4% | -221.1% | -31.7% |
| 5Y | -65.7% | +220.8% | -286.6% | -72.7% |
| 10Y | +441.0% | +471.8% | -30.9% | +297.9% |
| All | +607.6% | +473.4% | +134.2% | +482.4% |
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 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