+42.3%
WELL vs EOG
+29.6%
+12.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -2.2% | +1.0% | -3.3% | -2.2% |
| 30D | +4.7% | +2.8% | +1.9% | +4.7% |
| 3M | +11.9% | +5.9% | +6.0% | +11.8% |
| 6M | +14.3% | +17.1% | -2.8% | +13.9% |
| YTD | +28.4% | +43.9% | -15.6% | +27.2% |
| 1Y | +42.3% | +26.9% | +15.4% | +37.4% |
| All | +42.3% | +29.6% | +12.7% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling