+386.0%
WELL vs GH
+481.7%
-95.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -0.1% | -1.1% | +1.0% | 0.0% |
| 3M | +18.0% | +21.3% | -3.3% | +15.5% |
| 6M | +15.0% | +73.5% | -58.5% | +8.2% |
| YTD | +28.6% | +58.0% | -29.4% | +21.8% |
| 1Y | +42.9% | +163.1% | -120.1% | +28.0% |
| 3Y | +203.0% | +361.0% | -158.0% | +146.7% |
| 5Y | +206.9% | +22.5% | +184.3% | +173.5% |
| All | +386.0% | +481.7% | -95.6% | +276.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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