+113.2%
WDC vs WELL
+37.3%
+75.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.8% | -9.6% | -5.3% |
| 7D | -18.3% | +9.2% | -27.5% | -14.6% |
| 30D | -26.7% | +10.6% | -37.3% | -23.0% |
| 3M | -40.9% | +7.5% | -48.4% | -38.5% |
| 6M | -26.8% | +15.0% | -41.8% | -21.4% |
| YTD | +88.2% | +35.0% | +53.1% | +100.3% |
| 1Y | +113.2% | +36.5% | +76.7% | +100.3% |
| All | +113.2% | +37.3% | +75.9% | +100.3% |
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