+209.9%
WELL vs ENB
+67.2%
+142.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.5% |
| 7D | +3.5% | -3.7% | +7.2% | +5.2% |
| 30D | +9.7% | +1.7% | +8.0% | +8.8% |
| 3M | +4.8% | -6.3% | +11.1% | +7.7% |
| 6M | +16.1% | -9.2% | +25.3% | +20.8% |
| YTD | +34.7% | +3.1% | +31.6% | +30.9% |
| 1Y | +31.9% | +3.4% | +28.6% | +27.9% |
| 3Y | +209.9% | +68.9% | +140.9% | +142.4% |
| All | +209.9% | +67.2% | +142.6% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 3y: compounded portfolio wealth divided by compounded ENB 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…
3y analysis · Full analysis span regression · 6 months rolling