+336.3%
WBD vs WELL
+1,483.4%
-1,147.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.8% | +10.0% | +12.3% |
| 7D | +13.8% | +3.8% | +10.0% | +12.3% |
| 30D | +13.8% | +3.8% | +10.0% | +12.3% |
| 3M | +13.8% | +3.8% | +10.0% | +12.3% |
| 6M | +13.3% | +11.6% | +1.7% | +8.6% |
| YTD | +7.4% | +22.1% | -14.7% | -0.7% |
| 1Y | +63.0% | +29.9% | +33.0% | +46.7% |
| 3Y | +206.7% | +186.4% | +20.4% | +102.6% |
| 5Y | +18.4% | +209.1% | -190.8% | -24.8% |
| 10Y | +11.8% | +354.6% | -342.8% | -44.9% |
| All | +336.3% | +1,483.4% | -1,147.1% | +14.4% |
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