+211.0%
WELL vs XHB
+37.2%
+173.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.1% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | +0.5% | -9.1% | +9.6% | +3.0% |
| 3M | +19.1% | -2.3% | +21.4% | +19.3% |
| 6M | +17.0% | -4.1% | +21.1% | +17.4% |
| YTD | +29.2% | -1.7% | +30.9% | +28.4% |
| 1Y | +42.1% | -15.1% | +57.3% | +47.3% |
| 3Y | +204.5% | +26.8% | +177.7% | +162.3% |
| 5Y | +211.0% | +37.3% | +173.6% | +157.0% |
| All | +211.0% | +37.2% | +173.8% | +157.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling