+25.3%
U vs WELL
+29.6%
-4.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.0% | +0.6% |
| 7D | +2.8% | +0.1% | +2.7% | +2.9% |
| 30D | +7.6% | +6.8% | +0.8% | +11.1% |
| 3M | +12.7% | +6.7% | +6.0% | +16.6% |
| 6M | +87.0% | +13.8% | +73.1% | +100.3% |
| YTD | +13.6% | +33.8% | -20.2% | +43.8% |
| 1Y | +25.3% | +29.6% | -4.3% | +58.3% |
| All | +25.3% | +29.6% | -4.3% | +58.3% |
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