+5,968.7%
WELL vs EWT
+594.1%
+5,374.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -3.9% | -2.7% |
| 7D | -0.8% | +4.0% | -4.8% | -2.1% |
| 30D | -0.1% | +10.3% | -10.4% | -3.4% |
| 3M | +18.0% | +6.1% | +11.9% | +14.2% |
| 6M | +15.0% | +56.6% | -41.6% | -3.5% |
| YTD | +28.6% | +76.6% | -48.0% | +3.3% |
| 1Y | +42.9% | +97.9% | -54.9% | +10.0% |
| 3Y | +203.0% | +198.0% | +5.0% | +97.1% |
| 5Y | +206.9% | +151.8% | +55.1% | +110.7% |
| 10Y | +339.5% | +514.1% | -174.7% | +122.8% |
| All | +5,968.7% | +594.1% | +5,374.6% | +2,391.3% |
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