+1,472.6%
XLK vs WELL
+4,707.7%
-3,235.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.3% |
| 7D | +0.9% | -0.8% | +1.7% | +1.1% |
| 30D | +0.7% | -0.1% | +0.8% | +0.7% |
| 3M | -2.9% | +18.0% | -21.0% | -8.5% |
| 6M | +34.3% | +15.0% | +19.3% | +27.2% |
| YTD | +30.4% | +28.6% | +1.8% | +19.0% |
| 1Y | +43.4% | +42.9% | +0.4% | +26.0% |
| 3Y | +116.8% | +203.0% | -86.2% | +47.2% |
| 5Y | +144.0% | +206.9% | -62.9% | +62.7% |
| 10Y | +778.8% | +339.5% | +439.3% | +372.0% |
| All | +1,472.6% | +4,707.7% | -3,235.1% | +238.6% |
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