+72.2%
V vs WELL
+207.3%
-135.2%
-24.1%
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% | -0.4% |
| 7D | -1.7% | -0.8% | -0.9% | -1.5% |
| 30D | +2.0% | -0.1% | +2.0% | +1.9% |
| 3M | +17.4% | +18.0% | -0.7% | +12.1% |
| 6M | +17.5% | +15.0% | +2.5% | +12.6% |
| YTD | +7.6% | +28.6% | -21.0% | -0.4% |
| 1Y | +7.7% | +42.9% | -35.2% | -3.8% |
| 3Y | +54.7% | +203.0% | -148.4% | +8.4% |
| All | +72.2% | +207.3% | -135.2% | +19.5% |
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