+1,503.4%
WELL vs SPXS
-100.0%
+1,603.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -0.7% |
| 7D | +0.1% | -9.5% | +9.6% | -2.8% |
| 30D | +6.8% | +7.4% | -0.6% | +9.6% |
| 3M | +6.7% | +6.1% | +0.6% | +9.3% |
| 6M | +13.8% | -7.3% | +21.1% | +12.0% |
| YTD | +33.8% | -26.7% | +60.6% | +23.3% |
| 1Y | +29.6% | -26.2% | +55.8% | +19.9% |
| 3Y | +203.1% | -80.3% | +283.4% | +94.5% |
| 5Y | +223.8% | -83.4% | +307.3% | +125.1% |
| 10Y | +462.8% | -99.5% | +562.3% | +66.2% |
| All | +1,503.4% | -100.0% | +1,603.4% | -16.5% |
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