+1,437.1%
WELL vs SPXS
-100.0%
+1,537.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | -0.8% |
| 7D | -0.2% | +2.5% | -2.7% | +0.6% |
| 30D | +2.3% | +4.2% | -1.9% | +3.7% |
| 3M | +12.3% | -9.3% | +21.6% | +9.2% |
| 6M | +15.6% | -30.7% | +46.3% | +3.9% |
| YTD | +28.3% | -28.1% | +56.4% | +17.0% |
| 1Y | +41.9% | -35.1% | +77.0% | +25.8% |
| 3Y | +198.3% | -79.6% | +277.9% | +94.5% |
| 5Y | +206.4% | -86.3% | +292.7% | +99.0% |
| 10Y | +356.0% | -99.5% | +455.5% | +30.4% |
| All | +1,437.1% | -100.0% | +1,537.1% | -20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling