+198.7%
WELL vs XEL
+47.8%
+150.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -1.1% | +0.9% | -2.0% | -1.5% |
| 30D | +0.7% | -0.9% | +1.6% | +1.1% |
| 3M | +14.5% | -1.4% | +15.9% | +15.2% |
| 6M | +14.4% | -5.8% | +20.2% | +17.1% |
| YTD | +28.5% | +4.7% | +23.8% | +26.4% |
| 1Y | +41.8% | +9.1% | +32.7% | +37.5% |
| All | +198.7% | +47.8% | +150.9% | +166.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling