+16.7%
U vs WELL
+32.5%
-15.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -1.9% |
| 7D | +24.4% | +3.0% | +21.3% | +26.0% |
| 30D | +7.4% | +10.2% | -2.8% | +12.6% |
| 3M | +16.8% | +6.1% | +10.7% | +20.5% |
| 6M | +78.8% | +16.6% | +62.1% | +93.7% |
| YTD | +14.0% | +35.3% | -21.4% | +44.9% |
| 1Y | +16.7% | +31.5% | -14.8% | +48.8% |
| All | +16.7% | +32.5% | -15.7% | +48.8% |
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