+54.6%
TER vs WELL
+227.0%
-172.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.7% | +2.6% |
| 7D | -20.5% | +4.4% | -24.9% | -21.4% |
| 30D | -47.0% | +10.8% | -57.8% | -48.8% |
| 3M | -43.3% | +4.2% | -47.5% | -44.2% |
| 6M | -42.9% | +14.0% | -56.9% | -46.2% |
| YTD | +12.9% | +33.4% | -20.6% | 0.0% |
| 1Y | +18.2% | +32.4% | -14.2% | +4.8% |
| 3Y | +151.8% | +194.7% | -43.0% | +48.5% |
| All | +54.6% | +227.0% | -172.4% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling