+133.0%
WMT vs WELL
+204.6%
-71.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | +12.4% | +6.8% | +5.6% | +10.2% |
| 3M | +9.0% | +6.7% | +2.3% | +6.9% |
| 6M | -3.0% | +13.8% | -16.8% | -7.0% |
| YTD | +14.0% | +33.8% | -19.9% | +3.8% |
| 1Y | +23.0% | +29.6% | -6.6% | +13.0% |
| All | +133.0% | +204.6% | -71.6% | +81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling