+376.6%
EFA vs WELL
+3,339.5%
-2,962.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.2% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +1.4% | +5.7% | -4.3% | -0.6% |
| 3M | -4.2% | +4.6% | -8.8% | -5.8% |
| 6M | +1.9% | +11.9% | -9.9% | -2.7% |
| YTD | +10.2% | +33.6% | -23.4% | -1.4% |
| 1Y | +12.8% | +29.8% | -17.0% | +1.8% |
| 3Y | +65.2% | +202.2% | -137.0% | +9.2% |
| 5Y | +49.8% | +223.2% | -173.4% | -5.1% |
| 10Y | +145.2% | +461.7% | -316.5% | +11.5% |
| All | +376.6% | +3,339.5% | -2,962.9% | -4.7% |
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