+126.7%
WFC vs WELL
+215.5%
-88.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.4% |
| 7D | +1.1% | -1.3% | +2.4% | +1.4% |
| 30D | +0.8% | +0.5% | +0.3% | +0.6% |
| 3M | +9.3% | +19.1% | -9.8% | +3.5% |
| 6M | +10.6% | +17.0% | -6.3% | +5.0% |
| YTD | -4.1% | +29.2% | -33.3% | -12.0% |
| 1Y | +13.6% | +42.1% | -28.6% | +0.5% |
| 3Y | +130.7% | +204.5% | -73.8% | +53.1% |
| 5Y | +126.7% | +211.0% | -84.2% | +51.1% |
| All | +126.7% | +215.5% | -88.8% | +51.1% |
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