+284.0%
WELL vs FOXA
+90.8%
+193.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -0.9% |
| 7D | -0.8% | -4.0% | +3.2% | +0.5% |
| 30D | -0.1% | +12.0% | -12.1% | -4.0% |
| 3M | +18.0% | +0.3% | +17.8% | +16.6% |
| 6M | +15.0% | +12.5% | +2.5% | +8.3% |
| YTD | +28.6% | -9.6% | +38.2% | +30.7% |
| 1Y | +42.9% | +8.6% | +34.3% | +34.7% |
| 3Y | +203.0% | +118.5% | +84.5% | +108.9% |
| 5Y | +206.9% | +88.8% | +118.1% | +118.2% |
| All | +284.0% | +90.8% | +193.1% | +118.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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