+94.0%
WFC vs WELL
+227.7%
-133.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.6% |
| 7D | +0.1% | +3.5% | -3.4% | -0.9% |
| 30D | +2.9% | +9.7% | -6.8% | +0.1% |
| 3M | -1.4% | +4.8% | -6.2% | -3.0% |
| 6M | +14.3% | +16.1% | -1.7% | +8.8% |
| YTD | -6.2% | +34.7% | -40.9% | -15.4% |
| 1Y | +1.6% | +31.9% | -30.3% | -7.9% |
| 3Y | +126.9% | +209.9% | -82.9% | +47.2% |
| 5Y | +94.0% | +226.5% | -132.6% | +25.3% |
| All | +94.0% | +227.7% | -133.8% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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