+35.5%
XLV vs WELL
+203.1%
-167.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -3.6% | -0.2% | -3.3% | -3.5% |
| 30D | -1.8% | +2.3% | -4.2% | -2.4% |
| 3M | +7.8% | +12.3% | -4.5% | +4.7% |
| 6M | +9.1% | +15.6% | -6.5% | +5.0% |
| YTD | +7.7% | +28.3% | -20.6% | +0.9% |
| 1Y | +20.4% | +41.9% | -21.5% | +9.8% |
| 3Y | +30.8% | +198.3% | -167.6% | -1.1% |
| All | +35.5% | +203.1% | -167.6% | +2.2% |
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