+208.8%
WELL vs SPXS
-85.7%
+294.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.3% |
| 7D | -1.1% | +1.2% | -2.4% | -0.9% |
| 30D | +0.7% | +5.2% | -4.4% | +1.7% |
| 3M | +14.5% | -9.2% | +23.7% | +12.9% |
| 6M | +14.4% | -29.6% | +44.0% | +8.1% |
| YTD | +28.5% | -27.6% | +56.1% | +22.2% |
| 1Y | +41.8% | -36.7% | +78.5% | +31.9% |
| 3Y | +202.8% | -79.8% | +282.6% | +132.8% |
| 5Y | +208.8% | -85.9% | +294.7% | +141.6% |
| All | +208.8% | -85.7% | +294.5% | +141.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling