+208.8%
WELL vs EWZ
+63.8%
+145.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -1.1% | -0.1% | -1.1% | -1.1% |
| 30D | +0.7% | +8.2% | -7.4% | -0.9% |
| 3M | +14.5% | +13.3% | +1.2% | +11.4% |
| 6M | +14.4% | +3.6% | +10.8% | +13.2% |
| YTD | +28.5% | +21.0% | +7.5% | +22.5% |
| 1Y | +41.8% | +34.7% | +7.1% | +31.6% |
| 3Y | +202.8% | +48.3% | +154.5% | +171.9% |
| 5Y | +208.8% | +60.1% | +148.7% | +163.1% |
| All | +208.8% | +63.8% | +145.0% | +163.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling