+18,751.7%
WELL vs EFX
+6,208.6%
+12,543.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +1.2% |
| 7D | -1.3% | -7.8% | +6.5% | +0.6% |
| 30D | +0.5% | -5.7% | +6.2% | +1.8% |
| 3M | +19.1% | +2.5% | +16.6% | +17.7% |
| 6M | +17.0% | -16.7% | +33.6% | +21.0% |
| YTD | +29.2% | -20.2% | +49.4% | +34.2% |
| 1Y | +42.1% | -31.4% | +73.5% | +52.8% |
| 3Y | +204.5% | -10.5% | +215.1% | +199.1% |
| 5Y | +211.0% | -35.2% | +246.2% | +224.6% |
| 10Y | +337.6% | +40.2% | +297.5% | +272.3% |
| All | +18,751.7% | +6,208.6% | +12,543.0% | +10,758.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling