-68.8%
U vs WELL
+214.0%
-282.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.1% |
| 7D | -3.8% | -0.8% | -3.0% | -3.5% |
| 30D | +17.5% | -0.1% | +17.5% | +17.4% |
| 3M | +38.7% | +18.0% | +20.7% | +27.5% |
| 6M | +104.4% | +15.0% | +89.4% | +89.2% |
| YTD | -5.7% | +28.6% | -34.3% | -18.9% |
| 1Y | +3.7% | +42.9% | -39.2% | -16.9% |
| 3Y | +12.3% | +203.0% | -190.7% | -48.0% |
| All | -68.8% | +214.0% | -282.9% | -86.5% |
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