+1,236.8%
EWY vs WELL
+6,039.3%
-4,802.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.1% | +6.7% | +5.4% |
| 7D | +4.8% | -0.8% | +5.6% | +5.0% |
| 30D | +11.7% | -0.1% | +11.7% | +11.6% |
| 3M | -7.4% | +18.0% | -25.4% | -14.4% |
| 6M | +40.6% | +15.0% | +25.6% | +31.0% |
| YTD | +94.3% | +28.6% | +65.7% | +73.0% |
| 1Y | +164.3% | +42.9% | +121.4% | +124.8% |
| 3Y | +221.0% | +203.0% | +18.0% | +98.7% |
| 5Y | +139.1% | +206.9% | -67.8% | +44.0% |
| 10Y | +298.8% | +339.5% | -40.7% | +79.8% |
| All | +1,236.8% | +6,039.3% | -4,802.4% | +97.4% |
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