+660.4%
WDC vs WELL
+459.5%
+200.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | -16.7% | +3.0% | -19.8% | -17.7% |
| 30D | -27.2% | +10.2% | -37.4% | -30.3% |
| 3M | -34.0% | +6.1% | -40.1% | -36.0% |
| 6M | -39.7% | +16.6% | -56.3% | -44.7% |
| YTD | +68.1% | +35.3% | +32.7% | +44.2% |
| 1Y | +66.3% | +31.5% | +34.8% | +44.2% |
| 3Y | +754.4% | +206.5% | +547.9% | +398.2% |
| 5Y | +595.8% | +222.0% | +373.8% | +290.3% |
| 10Y | +660.4% | +473.8% | +186.6% | +196.4% |
| All | +660.4% | +459.5% | +200.9% | +196.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling