+223.9%
WBD vs WELL
+1,235.2%
-1,011.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.1% |
| 7D | +3.1% | +5.2% | -2.1% | +1.1% |
| 30D | +34.4% | +15.6% | +18.8% | +27.0% |
| 3M | +110.6% | +14.7% | +96.0% | +99.5% |
| 6M | +153.4% | +29.7% | +123.6% | +128.2% |
| YTD | +117.4% | +54.3% | +63.1% | +83.4% |
| 1Y | +150.3% | +41.4% | +109.0% | +118.1% |
| 3Y | +112.8% | +195.4% | -82.6% | +39.4% |
| 5Y | +0.3% | +221.8% | -221.6% | -37.8% |
| 10Y | -23.6% | +371.0% | -394.6% | -63.3% |
| All | +223.9% | +1,235.2% | -1,011.3% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling