+36.5%
WELL vs SE
-48.0%
+84.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.6% | +2.9% |
| 7D | +9.2% | +6.7% | +2.5% | +9.3% |
| 30D | +10.6% | -17.2% | +27.8% | +10.1% |
| 3M | +7.5% | -28.0% | +35.5% | +6.6% |
| 6M | +15.0% | -6.1% | +21.1% | +13.4% |
| YTD | +35.0% | -37.1% | +72.2% | +33.8% |
| 1Y | +36.5% | -48.8% | +85.3% | +37.9% |
| All | +36.5% | -48.0% | +84.5% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 1y: compounded portfolio wealth divided by compounded SE 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…
1y analysis · Full analysis span regression · 6 months rolling