+443.3%
WELL vs ED
+143.7%
+299.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +0.1% | -1.7% | +1.9% | +1.1% |
| 30D | +6.8% | +10.7% | -3.9% | +0.8% |
| 3M | +6.7% | +11.6% | -4.9% | +0.2% |
| 6M | +13.8% | +13.5% | +0.3% | +5.9% |
| YTD | +33.8% | +23.1% | +10.7% | +18.9% |
| 1Y | +29.6% | +23.1% | +6.6% | +15.1% |
| 3Y | +203.1% | +47.9% | +155.2% | +139.7% |
| 5Y | +223.8% | +83.9% | +140.0% | +124.9% |
| All | +443.3% | +143.7% | +299.6% | +212.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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