+42.9%
WELL vs EWZ
+36.3%
+6.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -2.0% |
| 7D | -0.8% | +6.5% | -7.3% | -1.3% |
| 30D | -0.1% | +4.8% | -4.9% | -0.5% |
| 3M | +18.0% | +9.9% | +8.1% | +16.9% |
| 6M | +15.0% | +1.9% | +13.0% | +14.8% |
| YTD | +28.6% | +20.3% | +8.3% | +26.7% |
| 1Y | +42.9% | +35.6% | +7.3% | +34.0% |
| All | +42.9% | +36.3% | +6.6% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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