+455.3%
WELL vs ESI
+323.5%
+131.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.2% | -0.4% |
| 7D | +3.5% | -3.5% | +7.0% | +4.2% |
| 30D | +9.7% | -9.3% | +19.0% | +11.9% |
| 3M | +4.8% | -12.8% | +17.6% | +7.6% |
| 6M | +16.1% | -24.6% | +40.7% | +22.3% |
| YTD | +34.7% | +32.7% | +2.0% | +17.3% |
| 1Y | +31.9% | +20.3% | +11.6% | +18.1% |
| 3Y | +209.9% | +80.2% | +129.7% | +130.9% |
| 5Y | +226.5% | +40.0% | +186.6% | +160.2% |
| 10Y | +455.3% | +310.8% | +144.5% | +172.4% |
| All | +455.3% | +323.5% | +131.8% | +172.4% |
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