+212.9%
WELL vs LII
+25.3%
+187.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.2% | -2.3% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | -0.1% | -12.6% | +12.5% | +2.4% |
| 3M | +18.0% | -24.4% | +42.5% | +23.5% |
| 6M | +15.0% | -28.7% | +43.7% | +21.3% |
| YTD | +28.6% | -19.1% | +47.8% | +31.6% |
| 1Y | +42.9% | -29.7% | +72.6% | +50.4% |
| 3Y | +203.0% | +4.8% | +198.2% | +170.9% |
| All | +212.9% | +25.3% | +187.6% | +151.1% |
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