+36.5%
WELL vs ELAN
+13.9%
+22.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.0% | -0.2% | +2.5% |
| 7D | +9.2% | +11.7% | -2.6% | +8.0% |
| 30D | +10.6% | +12.4% | -1.8% | +9.4% |
| 3M | +7.5% | -1.1% | +8.6% | +7.5% |
| 6M | +15.0% | +12.4% | +2.6% | +12.9% |
| YTD | +35.0% | +11.8% | +23.2% | +32.6% |
| 1Y | +36.5% | +12.5% | +24.0% | +34.5% |
| All | +36.5% | +13.9% | +22.6% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 ELAN 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