+207.8%
TER vs WELL
+204.6%
+3.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.8% |
| 7D | +24.0% | +0.1% | +23.8% | +24.0% |
| 30D | -30.6% | +6.8% | -37.4% | -30.6% |
| 3M | -34.5% | +6.7% | -41.2% | -34.5% |
| 6M | -26.4% | +13.8% | -40.2% | -27.4% |
| YTD | +36.4% | +33.8% | +2.6% | +30.7% |
| 1Y | +47.4% | +29.6% | +17.8% | +41.8% |
| All | +207.8% | +204.6% | +3.2% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling