+18,665.9%
WELL vs FDX
+4,233.7%
+14,432.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -0.8% | -2.5% | +1.7% | -0.2% |
| 30D | -0.1% | +3.8% | -3.9% | -1.0% |
| 3M | +18.0% | -1.3% | +19.3% | +18.1% |
| 6M | +15.0% | +5.0% | +10.0% | +12.9% |
| YTD | +28.6% | +39.6% | -11.0% | +17.6% |
| 1Y | +42.9% | +81.1% | -38.2% | +22.4% |
| 3Y | +203.0% | +63.0% | +140.0% | +159.0% |
| 5Y | +206.9% | +65.6% | +141.3% | +154.0% |
| 10Y | +339.5% | +183.4% | +156.1% | +204.7% |
| All | +18,665.9% | +4,233.7% | +14,432.2% | +9,336.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling