+29.8%
WELL vs SPXS
-26.2%
+55.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.2% |
| 7D | +0.1% | -7.5% | +7.6% | +0.2% |
| 30D | +5.7% | +5.3% | +0.3% | +5.5% |
| 3M | +4.6% | +9.7% | -5.1% | +4.3% |
| 6M | +11.9% | -4.6% | +16.4% | +11.8% |
| YTD | +33.6% | -25.8% | +59.4% | +29.6% |
| 1Y | +29.8% | -28.8% | +58.5% | +26.0% |
| All | +29.8% | -26.2% | +55.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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