+211.0%
WELL vs ED
+71.7%
+139.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | 0.0% |
| 7D | -1.3% | +0.5% | -1.8% | -1.6% |
| 30D | +0.5% | +1.1% | -0.6% | -0.1% |
| 3M | +19.1% | +4.6% | +14.4% | +16.2% |
| 6M | +17.0% | -2.0% | +18.9% | +18.2% |
| YTD | +29.2% | +11.7% | +17.5% | +21.7% |
| 1Y | +42.1% | +15.7% | +26.4% | +31.1% |
| 3Y | +204.5% | +34.4% | +170.2% | +155.1% |
| 5Y | +211.0% | +67.3% | +143.7% | +132.9% |
| All | +211.0% | +71.7% | +139.3% | +132.9% |
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