+262.0%
TER vs WELL
+204.6%
+57.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.5% | +5.7% |
| 7D | +0.6% | -0.8% | +1.4% | +0.7% |
| 30D | -8.3% | -0.1% | -8.2% | -8.4% |
| 3M | -12.2% | +18.0% | -30.2% | -15.8% |
| 6M | +17.1% | +15.0% | +2.1% | +13.4% |
| YTD | +84.7% | +28.6% | +56.1% | +75.3% |
| 1Y | +199.9% | +42.9% | +157.0% | +178.7% |
| All | +262.0% | +204.6% | +57.4% | +146.9% |
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 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