+992.6%
WDC vs WELL
+215.5%
+777.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.7% | +2.0% |
| 7D | +6.0% | -1.3% | +7.3% | +6.4% |
| 30D | +9.9% | +0.5% | +9.4% | +9.7% |
| 3M | -9.4% | +19.1% | -28.5% | -15.7% |
| 6M | +94.7% | +17.0% | +77.8% | +81.9% |
| YTD | +177.4% | +29.2% | +148.2% | +148.3% |
| 1Y | +412.6% | +42.1% | +370.4% | +338.8% |
| 3Y | +1,359.8% | +204.5% | +1,155.2% | +764.5% |
| 5Y | +992.6% | +211.0% | +781.6% | +520.1% |
| All | +992.6% | +215.5% | +777.1% | +520.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling