+42.1%
WELL vs EXPE
+28.7%
+13.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.9% | +8.3% | +0.3% |
| 7D | -1.3% | -9.8% | +8.4% | -1.5% |
| 30D | +0.5% | -11.5% | +12.0% | +0.3% |
| 3M | +19.1% | +21.7% | -2.6% | +19.9% |
| 6M | +17.0% | +10.4% | +6.6% | +17.3% |
| YTD | +29.2% | -2.5% | +31.7% | +30.5% |
| 1Y | +42.1% | +27.3% | +14.8% | +40.5% |
| All | +42.1% | +28.7% | +13.4% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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