+19,622.0%
WELL vs ED
+2,474.3%
+17,147.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.1% | -0.9% | +1.0% | +0.5% |
| 30D | +7.8% | +11.2% | -3.4% | +2.9% |
| 3M | +10.2% | +11.8% | -1.5% | +5.0% |
| 6M | +16.4% | +14.1% | +2.3% | +9.9% |
| YTD | +35.2% | +23.0% | +12.2% | +23.6% |
| 1Y | +30.5% | +23.7% | +6.8% | +19.0% |
| 3Y | +206.1% | +47.7% | +158.3% | +157.0% |
| 5Y | +228.3% | +82.6% | +145.6% | +151.8% |
| 10Y | +468.3% | +141.8% | +326.6% | +288.7% |
| All | +19,622.0% | +2,474.3% | +17,147.7% | +8,442.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling