+211.0%
WELL vs ETR
+129.9%
+81.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | -0.1% |
| 7D | -1.3% | +1.4% | -2.7% | -1.9% |
| 30D | +0.5% | +1.9% | -1.3% | -0.4% |
| 3M | +19.1% | +1.0% | +18.1% | +18.5% |
| 6M | +17.0% | +4.8% | +12.1% | +14.3% |
| YTD | +29.2% | +19.5% | +9.7% | +19.1% |
| 1Y | +42.1% | +28.1% | +14.0% | +27.0% |
| 3Y | +204.5% | +151.1% | +53.4% | +92.6% |
| 5Y | +211.0% | +125.2% | +85.8% | +106.3% |
| All | +211.0% | +129.9% | +81.0% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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