+32.4%
WELL vs FE
+5.1%
+27.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | +0.7% |
| 7D | +4.4% | -1.0% | +5.5% | +5.1% |
| 30D | +10.8% | +4.1% | +6.7% | +8.0% |
| 3M | +4.2% | -1.0% | +5.2% | +5.0% |
| 6M | +14.0% | +4.0% | +10.0% | +11.3% |
| YTD | +33.4% | +6.8% | +26.6% | +26.1% |
| 1Y | +32.4% | +5.3% | +27.1% | +26.5% |
| All | +32.4% | +5.1% | +27.3% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling