+202.2%
WELL vs ED
+50.2%
+152.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.9% |
| 7D | +0.1% | +2.1% | -1.9% | -0.9% |
| 30D | +5.7% | +10.4% | -4.7% | +0.5% |
| 3M | +4.6% | +12.5% | -7.9% | -1.5% |
| 6M | +11.9% | +14.9% | -3.1% | +4.3% |
| YTD | +33.6% | +24.8% | +8.8% | +19.9% |
| 1Y | +29.8% | +23.8% | +5.9% | +16.8% |
| 3Y | +202.2% | +51.6% | +150.5% | +148.0% |
| All | +202.2% | +50.2% | +152.0% | +148.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling