+29.6%
WELL vs ECL
+17.4%
+12.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ECL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +6.8% | +6.6% | +0.2% | +5.4% |
| 3M | +6.7% | +9.6% | -2.9% | +4.8% |
| 6M | +13.8% | +21.6% | -7.8% | +9.3% |
| YTD | +33.8% | +16.9% | +16.9% | +31.8% |
| 1Y | +29.6% | +17.9% | +11.8% | +27.6% |
| All | +29.6% | +17.4% | +12.2% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ECL.
Daily Out/Under-Performance
Portfolio return minus ECL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ECL 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 1y: compounded portfolio wealth divided by compounded ECL 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…
1y analysis · Full analysis span regression · 6 months rolling