+443.3%
WELL vs XHB
+234.8%
+208.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.1% |
| 7D | +0.1% | -2.4% | +2.6% | +1.3% |
| 30D | +6.8% | +7.1% | -0.3% | +2.8% |
| 3M | +6.7% | -6.0% | +12.7% | +9.5% |
| 6M | +13.8% | +2.1% | +11.7% | +10.8% |
| YTD | +33.8% | -0.6% | +34.4% | +30.5% |
| 1Y | +29.6% | -3.3% | +32.9% | +27.9% |
| 3Y | +203.1% | +34.1% | +169.0% | +127.5% |
| 5Y | +223.8% | +28.6% | +195.2% | +143.2% |
| All | +443.3% | +234.8% | +208.5% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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