+18,665.9%
WELL vs XEL
+1,934.3%
+16,731.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -1.8% |
| 7D | -0.8% | -1.0% | +0.2% | -0.5% |
| 30D | -0.1% | -1.9% | +1.8% | +0.5% |
| 3M | +18.0% | -1.9% | +19.9% | +18.8% |
| 6M | +15.0% | -7.4% | +22.4% | +17.9% |
| YTD | +28.6% | +4.1% | +24.6% | +27.0% |
| 1Y | +42.9% | +8.0% | +34.9% | +39.3% |
| 3Y | +203.0% | +48.4% | +154.6% | +165.5% |
| 5Y | +206.9% | +27.2% | +179.6% | +181.5% |
| 10Y | +339.5% | +146.8% | +192.7% | +248.6% |
| All | +18,665.9% | +1,934.3% | +16,731.5% | +11,386.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling