+41.9%
WELL vs HLT
+12.2%
+29.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.2% | -1.6% | +1.4% | 0.0% |
| 30D | +2.3% | -5.0% | +7.3% | +2.9% |
| 3M | +12.3% | -10.4% | +22.7% | +13.5% |
| 6M | +15.6% | +3.2% | +12.3% | +14.7% |
| YTD | +28.3% | +6.7% | +21.6% | +27.5% |
| 1Y | +41.9% | +10.3% | +31.6% | +34.9% |
| All | +41.9% | +12.2% | +29.7% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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