+73.4%
WBD vs WELL
+42.1%
+31.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +1.4% | +2.3% | -0.9% | +1.3% |
| 3M | +4.4% | +12.3% | -7.9% | +3.6% |
| 6M | +0.8% | +15.6% | -14.8% | +0.1% |
| YTD | -2.7% | +28.3% | -31.0% | -4.1% |
| 1Y | +73.4% | +41.9% | +31.5% | +58.3% |
| All | +73.4% | +42.1% | +31.3% | +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