+372.1%
WELL vs SE
+597.4%
-225.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.4% |
| 7D | -1.3% | +0.6% | -1.9% | -1.4% |
| 30D | +0.5% | -0.1% | +0.6% | +0.3% |
| 3M | +19.1% | +34.1% | -15.1% | +16.0% |
| 6M | +17.0% | +23.2% | -6.2% | +14.4% |
| YTD | +29.2% | -11.2% | +40.4% | +29.3% |
| 1Y | +42.1% | -40.5% | +82.7% | +46.6% |
| 3Y | +204.5% | +196.3% | +8.3% | +169.2% |
| 5Y | +211.0% | -67.0% | +278.0% | +218.3% |
| All | +372.1% | +597.4% | -225.3% | +232.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling