+85.5%
ETN vs WELL
+200.9%
-115.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +3.5% | -0.2% | +3.8% | +3.6% |
| 30D | -7.5% | +2.3% | -9.8% | -7.8% |
| 3M | +8.3% | +12.3% | -3.9% | +5.9% |
| 6M | +20.2% | +15.6% | +4.6% | +16.6% |
| YTD | +34.7% | +28.3% | +6.4% | +28.1% |
| 1Y | +19.4% | +41.9% | -22.5% | +11.1% |
| 3Y | +85.5% | +198.3% | -112.8% | +33.8% |
| All | +85.5% | +200.9% | -115.4% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling