+225.9%
WELL vs LII
+17.0%
+208.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | +0.1% | +2.9% | -2.8% | -0.4% |
| 30D | +5.7% | +0.9% | +4.7% | +5.2% |
| 3M | +4.6% | -15.5% | +20.2% | +7.7% |
| 6M | +11.9% | -30.2% | +42.1% | +18.3% |
| YTD | +33.6% | -26.8% | +60.4% | +38.9% |
| 1Y | +29.8% | -25.3% | +55.0% | +34.1% |
| 3Y | +202.2% | -7.8% | +209.9% | +176.4% |
| All | +225.9% | +17.0% | +208.9% | +164.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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