+7.8%
WBD vs WELL
+207.6%
-199.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | -0.6% | -2.2% | +1.6% | +0.3% |
| 30D | +4.2% | +4.7% | -0.5% | +2.1% |
| 3M | +7.5% | +11.9% | -4.4% | +2.0% |
| 6M | +1.6% | +14.3% | -12.7% | -5.1% |
| YTD | -2.2% | +28.4% | -30.5% | -13.6% |
| 1Y | +124.9% | +42.3% | +82.6% | +87.6% |
| 3Y | +149.1% | +202.6% | -53.5% | +38.2% |
| 5Y | +7.8% | +206.5% | -198.7% | -40.6% |
| All | +7.8% | +207.6% | -199.7% | -40.6% |
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