+20,513.9%
ETN vs WELL
+18,912.8%
+1,601.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.3% | +2.6% |
| 7D | +8.0% | -1.3% | +9.4% | +8.5% |
| 30D | -5.9% | +0.5% | -6.4% | -6.2% |
| 3M | +5.0% | +19.1% | -14.1% | -1.8% |
| 6M | +22.4% | +17.0% | +5.4% | +14.9% |
| YTD | +33.6% | +29.2% | +4.4% | +21.3% |
| 1Y | +22.1% | +42.1% | -20.0% | +6.9% |
| 3Y | +85.6% | +204.5% | -119.0% | +23.1% |
| 5Y | +179.2% | +211.0% | -31.7% | +81.4% |
| 10Y | +687.3% | +337.6% | +349.7% | +316.7% |
| All | +20,513.9% | +18,912.8% | +1,601.1% | +5,437.4% |
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