+30.9%
WELL vs EW
+26.8%
+4.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.6% | +0.7% |
| 7D | +3.5% | +12.3% | -8.8% | +2.5% |
| 30D | +9.7% | +22.9% | -13.2% | +8.1% |
| 3M | +4.8% | +16.7% | -11.9% | +3.4% |
| 6M | +16.1% | +31.0% | -14.9% | +13.5% |
| YTD | +34.7% | +22.8% | +11.9% | +32.2% |
| All | +30.9% | +26.8% | +4.0% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling