+41.8%
WELL vs HBM
+117.5%
-75.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.6% |
| 7D | -1.1% | +5.5% | -6.6% | -0.9% |
| 30D | +0.7% | +3.3% | -2.5% | +1.0% |
| 3M | +14.5% | +12.7% | +1.9% | +15.5% |
| 6M | +14.4% | +28.2% | -13.8% | +14.6% |
| YTD | +28.5% | +45.3% | -16.8% | +30.9% |
| 1Y | +41.8% | +121.7% | -79.9% | +51.0% |
| All | +41.8% | +117.5% | -75.8% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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