+203.3%
WELL vs EXPE
+182.4%
+20.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -2.0% |
| 7D | -0.8% | -9.5% | +8.7% | -0.5% |
| 30D | -0.1% | -6.6% | +6.5% | +0.1% |
| 3M | +18.0% | +31.4% | -13.4% | +16.8% |
| 6M | +15.0% | +35.2% | -20.2% | +13.4% |
| YTD | +28.6% | +5.8% | +22.8% | +28.4% |
| 1Y | +42.9% | +38.7% | +4.2% | +39.7% |
| All | +203.3% | +182.4% | +20.9% | +181.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling