+303.5%
EWY vs WELL
+356.7%
-53.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | -0.1% | -0.2% | +0.2% | 0.0% |
| 30D | +7.3% | +2.3% | +5.0% | +6.7% |
| 3M | -5.1% | +12.3% | -17.4% | -8.3% |
| 6M | +42.1% | +15.6% | +26.5% | +35.7% |
| YTD | +94.1% | +28.3% | +65.8% | +80.3% |
| 1Y | +147.8% | +41.9% | +105.9% | +123.7% |
| 3Y | +222.9% | +198.3% | +24.6% | +137.2% |
| 5Y | +150.6% | +206.4% | -55.8% | +80.4% |
| All | +303.5% | +356.7% | -53.2% | +155.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling