+36.5%
WELL vs EOSE
-85.5%
+122.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +12.6% | -9.8% | +3.2% |
| 7D | +9.2% | +9.7% | -0.6% | +9.5% |
| 30D | +10.6% | -34.6% | +45.2% | +9.7% |
| 3M | +7.5% | -50.8% | +58.3% | +6.1% |
| 6M | +15.0% | -66.5% | +81.5% | +12.6% |
| YTD | +35.0% | -81.3% | +116.4% | +31.2% |
| 1Y | +36.5% | -84.8% | +121.3% | +32.0% |
| All | +36.5% | -85.5% | +122.0% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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