+349.9%
WELL vs FXI
+16.6%
+333.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -2.2% | -2.8% | +0.6% | -1.6% |
| 30D | +4.7% | -3.7% | +8.4% | +5.6% |
| 3M | +11.9% | -0.4% | +12.4% | +11.9% |
| 6M | +14.3% | -5.4% | +19.7% | +15.6% |
| YTD | +28.4% | -9.6% | +38.0% | +31.1% |
| 1Y | +42.3% | -11.9% | +54.2% | +46.1% |
| 3Y | +202.6% | +37.8% | +164.7% | +168.0% |
| 5Y | +206.5% | -7.0% | +213.6% | +204.6% |
| All | +349.9% | +16.6% | +333.4% | +305.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 10y: compounded portfolio wealth divided by compounded FXI 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…
10y analysis · Full analysis span regression · 6 months rolling