+337.6%
WELL vs ESI
+307.6%
+30.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | -1.3% | +5.4% | -6.7% | -2.7% |
| 30D | +0.5% | -4.2% | +4.7% | +1.5% |
| 3M | +19.1% | -9.6% | +28.7% | +20.7% |
| 6M | +17.0% | +18.3% | -1.4% | +8.0% |
| YTD | +29.2% | +45.8% | -16.6% | +11.0% |
| 1Y | +42.1% | +39.2% | +3.0% | +23.0% |
| 3Y | +204.5% | +86.3% | +118.3% | +129.2% |
| 5Y | +211.0% | +76.2% | +134.8% | +131.1% |
| 10Y | +337.6% | +306.8% | +30.8% | +116.5% |
| All | +337.6% | +307.6% | +30.0% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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