+1,477.5%
XLK vs WELL
+4,729.6%
-3,252.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.2% |
| 7D | +2.3% | -1.3% | +3.6% | +2.7% |
| 30D | -0.1% | +0.5% | -0.6% | -0.3% |
| 3M | +2.1% | +19.1% | -16.9% | -3.9% |
| 6M | +37.2% | +17.0% | +20.2% | +29.2% |
| YTD | +30.8% | +29.2% | +1.6% | +19.2% |
| 1Y | +42.6% | +42.1% | +0.5% | +25.6% |
| 3Y | +121.8% | +204.5% | -82.7% | +50.4% |
| 5Y | +145.7% | +211.0% | -65.3% | +63.1% |
| 10Y | +782.1% | +337.6% | +444.5% | +374.7% |
| All | +1,477.5% | +4,729.6% | -3,252.1% | +239.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling