+6,203.4%
WELL vs EWT
+502.5%
+5,700.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +0.1% | +9.1% | -9.0% | -2.9% |
| 30D | +5.7% | -12.2% | +17.9% | +9.5% |
| 3M | +4.6% | -9.4% | +14.0% | +7.0% |
| 6M | +11.9% | +2.7% | +9.2% | +8.0% |
| YTD | +33.6% | +53.3% | -19.7% | +11.4% |
| 1Y | +29.8% | +59.2% | -29.4% | +6.7% |
| 3Y | +202.2% | +157.1% | +45.1% | +104.6% |
| 5Y | +223.2% | +119.6% | +103.6% | +130.2% |
| 10Y | +461.7% | +446.9% | +14.8% | +193.3% |
| All | +6,203.4% | +502.5% | +5,700.8% | +2,586.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 all: compounded portfolio wealth divided by compounded EWT 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…
all analysis · Full analysis span regression · 6 months rolling