+203.3%
WELL vs EW
+16.7%
+186.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -0.8% | -0.3% | -0.5% | -0.8% |
| 30D | -0.1% | +1.0% | -1.1% | -0.3% |
| 3M | +18.0% | +2.8% | +15.2% | +17.4% |
| 6M | +15.0% | +5.5% | +9.5% | +13.8% |
| YTD | +28.6% | +5.5% | +23.2% | +27.2% |
| 1Y | +42.9% | +11.0% | +31.9% | +40.0% |
| All | +203.3% | +16.7% | +186.6% | +183.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling