+225.9%
WELL vs XEL
+51.5%
+174.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | +0.1% | +2.4% | -2.3% | -1.1% |
| 30D | +5.7% | +8.3% | -2.6% | +1.6% |
| 3M | +4.6% | +4.2% | +0.5% | +2.4% |
| 6M | +11.9% | +3.7% | +8.1% | +9.7% |
| YTD | +33.6% | +13.1% | +20.5% | +25.6% |
| 1Y | +29.8% | +5.0% | +24.8% | +26.4% |
| 3Y | +202.2% | +55.0% | +147.2% | +141.5% |
| All | +225.9% | +51.5% | +174.5% | +161.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling