+19,368.3%
WELL vs FDX
+4,056.7%
+15,311.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.6% | +0.5% |
| 7D | +4.4% | -1.6% | +6.1% | +4.8% |
| 30D | +10.8% | +6.6% | +4.2% | +9.1% |
| 3M | +4.2% | -2.1% | +6.3% | +4.5% |
| 6M | +14.0% | +2.2% | +11.8% | +12.8% |
| YTD | +33.4% | +33.9% | -0.5% | +23.1% |
| 1Y | +32.4% | +50.2% | -17.8% | +18.6% |
| 3Y | +194.7% | +65.5% | +129.2% | +150.7% |
| 5Y | +226.5% | +74.1% | +152.4% | +166.7% |
| 10Y | +429.8% | +156.7% | +273.2% | +275.3% |
| All | +19,368.3% | +4,056.7% | +15,311.6% | +9,772.8% |
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