+473.8%
WELL vs ED
+136.7%
+337.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.1% |
| 7D | +3.0% | +2.1% | +0.9% | +1.8% |
| 30D | +10.2% | +12.4% | -2.2% | +3.2% |
| 3M | +6.1% | +13.1% | -7.0% | -1.1% |
| 6M | +16.6% | +14.1% | +2.6% | +8.3% |
| YTD | +35.3% | +23.1% | +12.3% | +20.3% |
| 1Y | +31.5% | +25.4% | +6.0% | +15.6% |
| 3Y | +206.5% | +47.9% | +158.6% | +142.5% |
| 5Y | +222.0% | +81.9% | +140.1% | +125.1% |
| 10Y | +473.8% | +141.3% | +332.5% | +234.0% |
| All | +473.8% | +136.7% | +337.1% | +234.0% |
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