+225.8%
WELL vs ED
+80.7%
+145.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +1.1% |
| 7D | +4.4% | +1.6% | +2.8% | +3.5% |
| 30D | +10.8% | +13.3% | -2.5% | +3.4% |
| 3M | +4.2% | +9.7% | -5.5% | -1.1% |
| 6M | +14.0% | +12.8% | +1.2% | +6.6% |
| YTD | +33.4% | +22.3% | +11.1% | +19.4% |
| 1Y | +32.4% | +26.3% | +6.1% | +16.4% |
| 3Y | +194.7% | +45.0% | +149.7% | +136.3% |
| All | +225.8% | +80.7% | +145.2% | +131.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling