+455.3%
WELL vs FDX
+160.0%
+295.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -0.1% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | +9.7% | +9.3% | +0.4% | +6.8% |
| 3M | +4.8% | +0.5% | +4.3% | +4.4% |
| 6M | +16.1% | +5.3% | +10.8% | +13.5% |
| YTD | +34.7% | +38.6% | -3.9% | +20.3% |
| 1Y | +31.9% | +53.5% | -21.6% | +13.9% |
| 3Y | +209.9% | +74.2% | +135.6% | +145.5% |
| 5Y | +226.5% | +75.3% | +151.3% | +148.1% |
| 10Y | +455.3% | +156.3% | +299.0% | +186.5% |
| All | +455.3% | +160.0% | +295.3% | +186.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling