+337.6%
WELL vs FDX
+178.0%
+159.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.2% |
| 7D | -1.3% | -3.3% | +2.0% | -0.4% |
| 30D | +0.5% | -1.4% | +1.9% | +0.9% |
| 3M | +19.1% | -4.5% | +23.6% | +20.3% |
| 6M | +17.0% | +9.4% | +7.6% | +12.8% |
| YTD | +29.2% | +36.0% | -6.8% | +16.2% |
| 1Y | +42.1% | +75.5% | -33.4% | +17.7% |
| 3Y | +204.5% | +62.8% | +141.8% | +147.2% |
| 5Y | +211.0% | +64.4% | +146.6% | +141.9% |
| 10Y | +337.6% | +175.5% | +162.1% | +107.5% |
| All | +337.6% | +178.0% | +159.6% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FDX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling