+4,792.5%
WELL vs FE
+561.4%
+4,231.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.8% |
| 7D | -0.8% | +1.9% | -2.7% | -1.5% |
| 30D | -0.1% | -1.2% | +1.1% | +0.4% |
| 3M | +18.0% | +3.5% | +14.5% | +16.5% |
| 6M | +15.0% | -6.1% | +21.1% | +17.9% |
| YTD | +28.6% | +7.6% | +21.0% | +24.9% |
| 1Y | +42.9% | +11.9% | +31.0% | +36.7% |
| 3Y | +203.0% | +48.4% | +154.6% | +157.3% |
| 5Y | +206.9% | +44.8% | +162.1% | +161.9% |
| 10Y | +339.5% | +115.9% | +223.6% | +226.4% |
| All | +4,792.5% | +561.4% | +4,231.1% | +3,373.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling