+4,991.5%
WELL vs FE
+564.2%
+4,427.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +6.8% | +3.9% | +2.9% | +5.2% |
| 3M | +6.7% | -0.1% | +6.8% | +6.7% |
| 6M | +13.8% | +6.1% | +7.7% | +11.2% |
| YTD | +33.8% | +8.1% | +25.8% | +29.7% |
| 1Y | +29.6% | +4.4% | +25.2% | +27.3% |
| 3Y | +203.1% | +49.0% | +154.1% | +157.1% |
| 5Y | +223.8% | +46.1% | +177.7% | +175.6% |
| 10Y | +462.8% | +122.6% | +340.2% | +313.6% |
| All | +4,991.5% | +564.2% | +4,427.3% | +3,507.5% |
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 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