+18,644.4%
WELL vs EQT
+2,977.0%
+15,667.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -1.1% | -2.0% | +0.9% | -0.8% |
| 30D | +0.7% | +1.0% | -0.3% | +0.6% |
| 3M | +14.5% | +4.0% | +10.5% | +13.6% |
| 6M | +14.4% | -11.7% | +26.1% | +16.4% |
| YTD | +28.5% | +2.8% | +25.6% | +27.1% |
| 1Y | +41.8% | +10.0% | +31.8% | +38.4% |
| 3Y | +202.8% | +34.1% | +168.7% | +180.7% |
| 5Y | +208.8% | +195.3% | +13.5% | +140.2% |
| 10Y | +356.5% | +51.6% | +305.0% | +266.3% |
| All | +18,644.4% | +2,977.0% | +15,667.4% | +9,629.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 all: compounded portfolio wealth divided by compounded EQT 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…
all analysis · Full analysis span regression · 6 months rolling