+226.5%
WELL vs EXR
-0.5%
+227.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.3% | +0.7% |
| 7D | +3.5% | +2.7% | +0.8% | +2.5% |
| 30D | +9.7% | +18.9% | -9.2% | +2.8% |
| 3M | +4.8% | +8.4% | -3.6% | +1.6% |
| 6M | +16.1% | +14.3% | +1.8% | +10.3% |
| YTD | +34.7% | +27.2% | +7.4% | +22.7% |
| 1Y | +31.9% | +25.9% | +6.0% | +20.5% |
| 3Y | +209.9% | +54.6% | +155.2% | +155.1% |
| 5Y | +226.5% | -0.6% | +227.1% | +197.8% |
| All | +226.5% | -0.5% | +227.0% | +197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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