+206.5%
WELL vs EOSE
-70.2%
+276.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | 0.0% |
| 7D | -2.2% | +14.0% | -16.2% | -2.5% |
| 30D | +4.7% | -5.9% | +10.6% | +4.7% |
| 3M | +11.9% | -34.3% | +46.2% | +12.5% |
| 6M | +14.3% | -37.8% | +52.0% | +14.5% |
| YTD | +28.4% | -65.2% | +93.5% | +29.7% |
| 1Y | +42.3% | -41.9% | +84.2% | +40.9% |
| 3Y | +202.6% | +44.6% | +158.0% | +182.5% |
| 5Y | +206.5% | -69.2% | +275.7% | +192.5% |
| All | +206.5% | -70.2% | +276.8% | +192.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling