+9,012.0%
WMT vs WELL
+18,826.3%
-9,814.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.8% |
| 7D | +3.9% | -0.8% | +4.7% | +4.1% |
| 30D | -4.4% | -0.1% | -4.3% | -4.4% |
| 3M | -8.8% | +18.0% | -26.8% | -11.6% |
| 6M | -15.6% | +15.0% | -30.6% | -17.9% |
| YTD | -3.2% | +28.6% | -31.8% | -7.7% |
| 1Y | +7.0% | +42.9% | -35.9% | +0.1% |
| 3Y | +105.3% | +203.0% | -97.7% | +67.6% |
| 5Y | +129.3% | +206.9% | -77.6% | +84.6% |
| 10Y | +423.9% | +339.5% | +84.5% | +272.1% |
| All | +9,012.0% | +18,826.3% | -9,814.3% | +3,595.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling