+349.9%
WELL vs XEL
+151.3%
+198.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.6% |
| 7D | -2.2% | -1.2% | -1.0% | -1.5% |
| 30D | +4.7% | -2.9% | +7.6% | +6.6% |
| 3M | +11.9% | -2.7% | +14.7% | +13.8% |
| 6M | +14.3% | -6.5% | +20.8% | +19.1% |
| YTD | +28.4% | +3.6% | +24.7% | +24.9% |
| 1Y | +42.3% | +7.5% | +34.8% | +34.7% |
| 3Y | +202.6% | +46.3% | +156.2% | +126.3% |
| 5Y | +206.5% | +30.5% | +176.0% | +144.4% |
| All | +349.9% | +151.3% | +198.7% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling