+19,401.7%
WELL vs EXPD
+30,870.6%
-11,468.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.4% | -0.3% |
| 7D | +5.3% | -4.8% | +10.1% | +6.1% |
| 30D | +8.7% | -1.5% | +10.2% | +8.9% |
| 3M | +3.8% | +4.1% | -0.3% | +3.0% |
| 6M | +15.4% | +24.0% | -8.7% | +10.9% |
| YTD | +33.7% | +27.4% | +6.3% | +27.2% |
| 1Y | +33.6% | +38.4% | -4.7% | +25.3% |
| 3Y | +194.2% | +73.2% | +121.0% | +162.7% |
| 5Y | +227.0% | +59.9% | +167.2% | +194.1% |
| 10Y | +430.7% | +319.9% | +110.8% | +305.6% |
| All | +19,401.7% | +30,870.6% | -11,468.9% | +12,087.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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