+370.0%
WELL vs SE
+589.8%
-219.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | -0.8% | -6.1% | +5.3% | -0.3% |
| 30D | -0.1% | -2.5% | +2.4% | -0.1% |
| 3M | +18.0% | +21.7% | -3.7% | +15.8% |
| 6M | +15.0% | +27.0% | -12.0% | +12.2% |
| YTD | +28.6% | -12.1% | +40.7% | +28.8% |
| 1Y | +42.9% | -40.9% | +83.8% | +47.4% |
| 3Y | +203.0% | +191.0% | +12.0% | +168.2% |
| 5Y | +206.9% | -68.3% | +275.2% | +215.2% |
| All | +370.0% | +589.8% | -219.8% | +231.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling