+802.8%
TEAM vs WELL
+446.8%
+355.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.6% | -2.3% |
| 7D | -0.4% | -0.8% | +0.4% | -0.3% |
| 30D | +67.3% | -0.1% | +67.4% | +67.3% |
| 3M | +86.8% | +18.0% | +68.7% | +82.1% |
| 6M | +146.8% | +15.0% | +131.8% | +140.4% |
| YTD | +16.9% | +28.6% | -11.7% | +11.4% |
| 1Y | +12.8% | +42.9% | -30.1% | +5.2% |
| 3Y | -7.3% | +203.0% | -210.3% | -24.9% |
| 5Y | -50.7% | +206.9% | -257.6% | -60.4% |
| 10Y | +529.8% | +339.5% | +190.4% | +386.5% |
| All | +802.8% | +446.8% | +355.9% | +648.9% |
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