-6.5%
U vs WELL
+41.6%
-48.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.7% |
| 7D | +4.4% | -1.1% | +5.5% | +3.9% |
| 30D | -1.3% | +0.7% | -2.0% | -1.0% |
| 3M | +49.6% | +14.5% | +35.1% | +56.9% |
| 6M | +100.2% | +14.4% | +85.8% | +110.6% |
| YTD | -3.7% | +28.5% | -32.2% | +8.3% |
| 1Y | -6.5% | +41.8% | -48.3% | +4.0% |
| All | -6.5% | +41.6% | -48.1% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling