+42.9%
WELL vs EFX
-25.2%
+68.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.4% | +4.3% | -1.5% |
| 7D | -0.8% | -8.6% | +7.8% | -0.1% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | +18.0% | +3.8% | +14.2% | +17.4% |
| 6M | +15.0% | -13.5% | +28.5% | +15.7% |
| YTD | +28.6% | -17.7% | +46.3% | +29.5% |
| 1Y | +42.9% | -25.6% | +68.5% | +46.1% |
| All | +42.9% | -25.2% | +68.2% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling