+1,001.8%
TER vs WELL
+451.0%
+550.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.0% | +11.8% | +12.5% |
| 7D | -5.8% | +3.5% | -9.2% | -6.6% |
| 30D | -38.9% | +9.7% | -48.6% | -40.7% |
| 3M | -35.1% | +4.8% | -39.9% | -36.3% |
| 6M | -31.6% | +16.1% | -47.6% | -35.5% |
| YTD | +27.2% | +34.7% | -7.5% | +14.7% |
| 1Y | +35.2% | +31.9% | +3.3% | +22.5% |
| 3Y | +192.8% | +209.9% | -17.1% | +98.7% |
| 5Y | +72.4% | +226.5% | -154.1% | +14.1% |
| 10Y | +1,001.8% | +455.3% | +546.6% | +470.5% |
| All | +1,001.8% | +451.0% | +550.9% | +470.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling