+1,006.2%
TER vs WELL
+457.6%
+548.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | -8.9% | +2.7% | -11.6% | -9.6% |
| 30D | -39.1% | +9.8% | -48.9% | -40.9% |
| 3M | -32.8% | +5.8% | -38.5% | -34.2% |
| 6M | -31.7% | +16.2% | -48.0% | -35.7% |
| YTD | +26.9% | +34.9% | -7.9% | +14.3% |
| 1Y | +33.6% | +31.0% | +2.5% | +21.3% |
| 3Y | +181.5% | +205.4% | -23.9% | +91.9% |
| 5Y | +76.1% | +220.8% | -144.7% | +17.1% |
| 10Y | +1,006.2% | +471.8% | +534.4% | +464.9% |
| All | +1,006.2% | +457.6% | +548.6% | +464.9% |
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 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