+443.3%
WELL vs EOG
+136.8%
+306.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.3% |
| 7D | +0.1% | +7.4% | -7.3% | -1.7% |
| 30D | +6.8% | +2.3% | +4.5% | +6.0% |
| 3M | +6.7% | +9.5% | -2.7% | +3.9% |
| 6M | +13.8% | +17.7% | -3.9% | +8.1% |
| YTD | +33.8% | +52.9% | -19.1% | +17.9% |
| 1Y | +29.6% | +47.7% | -18.0% | +15.1% |
| 3Y | +203.1% | +41.1% | +162.0% | +166.3% |
| 5Y | +223.8% | +108.2% | +115.6% | +140.6% |
| All | +443.3% | +136.8% | +306.5% | +187.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling