+36.5%
WELL vs S
+36.5%
0.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.9% |
| 7D | +9.2% | -8.2% | +17.4% | +8.8% |
| 30D | +10.6% | -7.6% | +18.3% | +10.3% |
| 3M | +7.5% | +12.0% | -4.5% | +8.4% |
| 6M | +15.0% | +50.6% | -35.5% | +18.4% |
| YTD | +35.0% | +56.6% | -21.6% | +39.6% |
| 1Y | +36.5% | +39.2% | -2.7% | +41.7% |
| All | +36.5% | +36.5% | 0.0% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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