+194.7%
WELL vs FXI
+41.7%
+153.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +4.4% | +5.7% | -1.2% | +4.0% |
| 30D | +10.8% | +4.6% | +6.2% | +10.4% |
| 3M | +4.2% | -2.8% | +7.0% | +4.4% |
| 6M | +14.0% | -6.1% | +20.1% | +14.6% |
| YTD | +33.4% | -8.0% | +41.5% | +34.1% |
| 1Y | +32.4% | -11.3% | +43.7% | +33.4% |
| 3Y | +194.7% | +42.6% | +152.1% | +185.2% |
| All | +194.7% | +41.7% | +153.0% | +185.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling