+442.3%
WELL vs FE
+126.1%
+316.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.8% |
| 7D | +0.1% | +1.2% | -1.1% | -0.5% |
| 30D | +5.7% | +4.5% | +1.1% | +3.1% |
| 3M | +4.6% | +1.3% | +3.3% | +3.8% |
| 6M | +11.9% | +8.7% | +3.2% | +6.9% |
| YTD | +33.6% | +9.2% | +24.4% | +27.1% |
| 1Y | +29.8% | +7.0% | +22.8% | +24.9% |
| 3Y | +202.2% | +51.4% | +150.8% | +137.8% |
| 5Y | +223.2% | +47.7% | +175.5% | +155.0% |
| All | +442.3% | +126.1% | +316.2% | +292.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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