+194.7%
WELL vs SE
+64.9%
+129.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +4.4% | +2.0% | +2.4% | +4.4% |
| 30D | +10.8% | -20.0% | +30.8% | +11.1% |
| 3M | +4.2% | -31.8% | +36.0% | +4.7% |
| 6M | +14.0% | -15.9% | +29.9% | +13.7% |
| YTD | +33.4% | -40.6% | +74.1% | +34.3% |
| 1Y | +32.4% | -50.7% | +83.1% | +34.1% |
| 3Y | +194.7% | +70.3% | +124.4% | +187.6% |
| All | +194.7% | +64.9% | +129.8% | +187.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling