+223.8%
WELL vs FE
+46.0%
+177.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +6.8% | +3.9% | +2.9% | +4.7% |
| 3M | +6.7% | -0.1% | +6.8% | +6.7% |
| 6M | +13.8% | +6.1% | +7.7% | +10.3% |
| YTD | +33.8% | +8.1% | +25.8% | +28.4% |
| 1Y | +29.6% | +4.4% | +25.2% | +26.6% |
| 3Y | +203.1% | +49.0% | +154.1% | +142.4% |
| 5Y | +223.8% | +46.1% | +177.7% | +153.9% |
| All | +223.8% | +46.0% | +177.8% | +153.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling