+386.0%
WDC vs WELL
+41.7%
+344.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.5% |
| 7D | +4.4% | -2.2% | +6.7% | +3.7% |
| 30D | +5.3% | +4.7% | +0.6% | +6.8% |
| 3M | -5.9% | +11.9% | -17.9% | -3.7% |
| 6M | +73.2% | +14.3% | +58.9% | +76.3% |
| YTD | +167.8% | +28.4% | +139.5% | +178.7% |
| 1Y | +386.0% | +42.3% | +343.7% | +405.6% |
| All | +386.0% | +41.7% | +344.3% | +405.6% |
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 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